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Description
Boulevard has been crafted to take care of all those essential details about your customers, ensuring it retains information so you don’t have to remember everything. With time-saving functionalities integrated throughout the software, you can focus on the important task of engaging with your clients while Boulevard maintains the organization of your business. We understand that customers should not simply be viewed as transactions; they are individuals with distinct preferences and needs. Monitoring their personal information can turn them into loyal patrons for life. Boulevard assists you in overseeing every element of your interactions with customers, including their birthdays, anniversaries, purchase frequency, and even items they've sampled and saved to their wishlist. By utilizing Boulevard's capabilities, you can provide the exceptional service that makes customers return, ensuring they feel valued and appreciated in every interaction!
Description
Clients' multi-asset investments can be easily overseen from a single platform, streamlining the entire process with minimal effort. Eliminate the hassle of physical paperwork and let technology handle the heavy lifting, thereby cutting down on operational costs. Generate a variety of reports to analyze investments from multiple angles, enhancing your strategy continuously. Receive notifications for matured investments, upcoming SIPs, insurance renewals, as well as important dates like clients' birthdays and anniversaries, which helps in fostering stronger relationships. A range of tools and resources are provided to address the diverse needs of advisors, making daily tasks more manageable. The platform boasts a user-friendly and visually appealing interface that keeps clients engaged and encourages regular interaction on the portal. In this way, not only are operational efficiencies achieved, but client satisfaction is also significantly improved.
API Access
Has API
API Access
Has API
Integrations
No details available.
Integrations
No details available.
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
No price information available.
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
Main Street Software
Founded
1993
Country
United States
Website
www.mainstsoftware.com/Default.aspx
Vendor Details
Company Name
REDVision Technologies
Founded
2007
Country
India
Website
www.redvisiontech.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
Investment Management
Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Payroll & Commissions
Performance Metrics
Portfolio Management
Risk Management
