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Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Description

We specialize in tailored solutions for Access and the entire Microsoft Office suite, ensuring that you can enhance efficiency while cutting costs through effective workflow automation. With decades of diverse experience in Access across various sectors, our expertise allows us to streamline your tasks, transforming hours of work into mere seconds with just a single button click. Our outstanding team has established a strong reputation for their ability to automate even the most intricate processes. We are committed to making your needs a reality, and if it is feasible, we will deliver. Furthermore, we prioritize data security, with our team having undergone rigorous security clearances and possessing extensive knowledge in high-level data governance practices. We treat your data and confidential information with the utmost care, as if it were our own valuable asset. Additionally, we are open to signing Non-Disclosure Agreements (NDAs) if you prefer an extra layer of confidentiality to safeguard your sensitive information. Our commitment to your success and security drives everything we do.

Description

Covercy... where banking meets investment management. Save time with our automated distribution & capital call payment processing, gain your LPs’ trust with our intuitive Investor Portal, and generate interest from capital funds held in your Covercy Wallet – all in one platform. Your investors can access their account to view portfolio info, transactions, documents & reports. Call capital in your investment currency. Investors fund them in their select currency. Slash the risk of phishing and wire-fraud with our secure platform and payments. View the positions of your investors in all assets & funds. Slice and dice as you wish. You can even log on to the Investor Portal to see how what your investor sees and experiences. Complete all distribution payments in a click. We’ll auto debit your account. Our partner banks or payment partners will open accounts under your fund/asset names to automate processing of capital calls & distributions. You can even earn interest on your uninvested capital. Our strict anti-money-laundering tests & policies help you stay compliant. Share documents like K1s, agreements, and financial statements with your investors. Per fund / syndicate.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Wufoo
Zapier

Integrations

Wufoo
Zapier

Pricing Details

$100 per hour
Free Trial
Free Version

Pricing Details

$100 per month
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

Automational

Founded

2010

Country

United States

Website

automational.com

Vendor Details

Company Name

Covercy

Founded

2015

Country

United Kingdom

Website

www.covercy.com

Product Features

CRM

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

Product Features

Banking

ATM Management
Compliance Tracking
Corporate Banking
Credit Card Management
Credit Union
Investment Banking
Multi-Branch
Online Banking
Private Banking
Retail Banking
Risk Management
Securities Management
Transaction Monitoring

Payment Processing

ACH Check Transactions
Bitcoin Compatible
Debit Card Support
Gift Card Management
Mobile Payments
Online Payments
POS Transactions
Receipt Printing
Recurring Billing
Signature Capture

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