Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
Applied Innovation's premier software solution, ClientAccessWeb, equips your agency with essential tools for managing time and expenses effectively. Enhance your operations by automating the workflow between your agency and clients, ultimately boosting efficiency. Hosted in our secure private cloud, you can communicate safely with clients through encrypted messaging, facilitate new account placements using customizable templates, or perform bulk uploads. Interactive account inquiry screens and on-demand reporting features empower your clients to take charge of their inquiries. With default and customized reporting options at their disposal, clients can generate tailored reports that meet their specific requirements whenever needed. Data-rich reports can be transformed into statistical formats swiftly, allowing for easy access to detailed information by drilling down on specific metrics. The reporting process is not only fast and adaptable but also significantly more efficient than extracting data from traditional collection software. Regardless of your clients' needs, either you or they have the capability to create and store reports for future reference. This approach not only saves time for your agency but also streamlines the experience for your clients. Investing in this software is a step towards enhancing productivity and client satisfaction.
Description
Enhance your fundraising capabilities and expedite your closing process with an integrated suite that includes data rooms, lead management, online subscriptions, and a tailored CRM for private fundraising. Eliminate the need for spreadsheets with intuitive tools designed for calculating returns, managing waterfalls, and automating workflows for investors. Offer your clients exceptional reporting and instant access to their investments through the top investor portal in the industry. Optimize your fundraising initiatives and accelerate closings using customizable data rooms and online subscription options. Seamlessly create and securely distribute personalized notices, financial statements, and reports that meet industry standards. Effortlessly oversee partnership accounting while automating distribution calculations and tracking payments all from a single, centralized dashboard. This comprehensive approach not only simplifies processes but also enhances client satisfaction and engagement.
API Access
Has API
No
API Access
Has API
No
Integrations
Compudyne
No
Debtmaster
Yes
Docusign
No
Gmail
No
Google Analytics
No
Lob
No
Mailchimp
No
MaxPatrol
No
Microsoft Outlook
No
Oracle S&OP
No
Integrations
Compudyne
Yes
Debtmaster
No
Docusign
Yes
Gmail
Yes
Google Analytics
Yes
Lob
Yes
Mailchimp
Yes
MaxPatrol
Yes
Microsoft Outlook
Yes
Oracle S&OP
Yes
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Pricing Details
No price information available.
Free Trial
Yes
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
No
Webinars
No
Live Training (Online)
Yes
In Person
No
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
No
Vendor Details
Company Name
Applied Innovation
Founded
2001
Country
United States
Website
www.appliedinnovationinc.com/clientaccessweb/
Vendor Details
Company Name
Juniper Square
Founded
2014
Country
United States
Website
www.junipersquare.com
Product Features
Debt Collection
Agency Management
No
Auto Dialer
No
Automated Notices
No
Callback Scheduling
No
Client Management
No
Commission Management
No
Compliance Management
No
Contact Management
No
Credit Bureau Reporting
No
In-House Collections
No
Payment Plans
No
Transaction Management
No
Product Features
Commercial Real Estate
Brand Management
No
CRM
Yes
Cash Flow Analysis
No
Critical Date Alerts
Yes
Deal Management
No
For Appraisers
No
For Brokers
No
For Investors
Yes
For Property Managers
No
Portfolio Management
Yes
Strategic Planning
No
Investment Management
Accounting Management
Yes
Benchmarking
No
Bonds / Stocks
No
Client Management
Yes
Commodities
No
Compliance Reporting
Yes
Data Import / Export
No
For Investment Advisors
No
For Investors & Traders
No
Fund Management
Yes
Modeling & Simulation
No
Payroll & Commissions
No
Performance Metrics
Yes
Portfolio Management
No
Risk Management
Yes
Real Estate Transaction Management
Accounting
Yes
Appointment Scheduling
No
CRM
Yes
Commission Management
No
Contract Management
No
Critical Date Alerts
Yes
Document Templates
Yes
Electronic Signature
Yes
File Sharing
Yes
Task Management
Yes
Transaction Review
Yes