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Average Ratings 0 Ratings

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ease
features
design
support

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Description

Utilizing an exchange in conjunction with Collective's exchange fund alongside a non-recourse exchange loan can significantly mitigate the risks associated with holding a single stock, enhance your after-tax liquidity substantially, and streamline the process compared to a traditional stock sale. In contrast to selling your stock, which entails the cumbersome steps of engaging a broker, locating a buyer, negotiating terms, and preparing necessary documentation, an exchange loan offers a swift and straightforward alternative. The entire online process can be finalized in a mere five minutes. Additionally, stock sales may incur taxes that can reach up to 46% of your earnings, while neither swapping shares into the fund nor taking an exchange loan activates capital gains tax liabilities. Furthermore, unlike selling your stock, transferring shares into the fund allows you to benefit from the long-term growth potential of a portfolio filled with top-tier unicorns, while also maintaining access to liquidity when required, thereby providing a compelling investment strategy. Overall, this approach not only enhances financial flexibility but also aligns with long-term investment goals.

Description

Our cloud-based solution is designed specifically for conducting internal departmental and process audits. We view our customers not just as a way to increase profits, but as collaborative partners whom we aim to support with our software for the long haul. Therefore, we will never resort to using an anonymous call center or establishing a self-service forum for users. Our strong liquidity and a complete avoidance of leverage allow us to maintain total independence from capital providers, which is crucial for our operations. This independence empowers us to execute our innovative concepts that prioritize our clients' benefits. We are committed to refining our software to near perfection and prefer to invest time in development rather than releasing products prematurely when funds run low. In our view, this approach is essential for achieving lasting success. Furthermore, updates to the software are installed automatically, ensuring that you can work seamlessly with the most current version without any hassle. Additionally, we are in the process of creating a structured organizational framework to enhance our operational efficiency.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

No details available.

Integrations

No details available.

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

$50.00
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

Collective Liquidity

Country

United States

Website

www.collectiveliquidity.com

Vendor Details

Company Name

Wisolution

Founded

2004

Country

Ireland

Website

www.wisolution.com/WiAudit/Home

Product Features

Product Features

Audit

Alerts / Notifications
Audit Planning
Compliance Management
Dashboard
Exceptions Management
Forms Management
Issue Management
Mobile Access
Multi-Year Planning
Risk Assessment
Workflow Management

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