Average Ratings 8 Ratings

Total
ease
features
design
support
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Average Ratings 0 Ratings

Total
ease
features
design
support

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API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

CenterEdge Advantage
Co-Pilot
FreeAgent CRM
Freshsales
FutureVault
Keap
Magento
Microsoft Dynamics 365 Business Central
NetSuite CRM
Nimble
PayWhirl
Pipedrive
Recurly
Riskalyze
Sage Business Cloud Accounting
Sila
Stripe
VK
Zuora

Integrations

CenterEdge Advantage
Co-Pilot
FreeAgent CRM
Freshsales
FutureVault
Keap
Magento
Microsoft Dynamics 365 Business Central
NetSuite CRM
Nimble
PayWhirl
Pipedrive
Recurly
Riskalyze
Sage Business Cloud Accounting
Sila
Stripe
VK
Zuora

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

No price information available.
Free Trial
Free Version

Deployment

SaaS
iPhone
iPad
Android
Windows
Mac
Linux

Deployment

SaaS
iPhone
iPad
Android
Windows
Mac
Linux

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Vendor Details

Company Name

Boss Insights

Founded

2017

Country

Canada

Website

bossinsights.com

Vendor Details

Company Name

Yodlee

Founded

1999

Country

United States

Website

www.yodlee.com

Product Features

API Management

API Design
API Lifecycle Management
Access Control
Analytics
Dashboard
Developer Portal
Testing Management
Threat Protection
Traffic Control
Version Control

Commercial Loan

Asset Management
Audit Trail
Complex Debt Structures
Dashboard
Document Management
Exposure Management
Lead Management
Pipeline Management
Risk Management
Trend Analysis

Integration

Dashboard
ETL - Extract / Transform / Load
Metadata Management
Multiple Data Sources
Web Services

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

Product Features

Financial Services

Analytics
Branch Optimization
Channel Management
Compliance Management
Customer Engagement
Performance Management
Risk Management

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