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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
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