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Average Ratings 0 Ratings

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ease
features
design
support

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Write a Review

Description

CoParent Calendar serves as a comprehensive co-parenting solution designed for both families and legal professionals involved in family law. This platform allows parents to effortlessly create and share custody schedules, automatically monitor parenting time, manage exchanges, communicate directly, log expenses, store important child information, and develop parenting plans all within a single secure environment. For legal practitioners and mediators, a specialized dashboard enables them to oversee client families, keep track of important deadlines, formulate custody proposals, and ensure organized management of cases. By integrating essential co-parenting functionalities with professional workflow enhancements, CoParent Calendar minimizes reliance on multiple apps, spreadsheets, and email communications. This streamlined approach not only assists families in staying organized but also enhances the efficiency of professionals, resulting in a more transparent and well-documented co-parenting experience from planning stages through daily implementation. Ultimately, CoParent Calendar fosters a collaborative atmosphere where both parents and professionals can thrive in their co-parenting journey.

Description

Comprehensive CRM features for wealth management are designed to enhance the management and analysis of client interactions, ultimately aiming to strengthen business relationships with clients and Centers of Influence (COIs), thereby aiding in client retention and boosting sales growth. Additionally, it offers tailored trust and wealth management workflows that encompass the entire client operation life cycle. The platform also includes a collection of customizable workflows that streamline the execution of compliance and risk management tasks. Furthermore, these full life-cycle wealth management workflows facilitate various processes, including referrals, pipeline management, fee exception approvals, sales oversight, client onboarding, custom incentive structures, and essential service tools, all of which contribute to delivering exceptional value to clients while ensuring operational efficiency. By integrating these capabilities, firms can effectively enhance their overall client engagement strategy.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Java

Integrations

Java

Pricing Details

$10/month
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

Brightwell Labs

Country

United States

Website

www.coparentcalendar.app

Vendor Details

Company Name

HWA International

Founded

1977

Country

United States

Website

www.hwainternational.com/tnet-frontoffice

Product Features

Product Features

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