Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
Mobile workers can complete more tasks than ever before by 25% and reach 90% compliance with SLAs. Comarch FSM is the field management software that every service provider company needs. A field service solution must be efficient to support many areas such as service order placement, scheduling and technician assignment depending on skill and availability. Comarch FSM is a field service management solution that can be used to staff, schedule and manage field forces. It connects connected devices to a cloud-based service software, ensuring a smooth and profitable service. Only comprehensive tools that support end-to-end field service delivery can reduce operating costs and improve customer experience for service providers.
Description
Comarch Wealth Management is a multi-module platform that allows you to give the best investment advice to your clients no matter who they may be or how they change. In minutes, you can make next steps. Keep in touch. Establish lasting relationships. Our system is designed to help clients and advisors make the right investment decisions step by step. No matter how many clients or which segment they are from, your service will remain at the highest level, no matter how experienced your advisors. It will take you less time than it takes. It takes only a glance to see the entire client's investment picture. This allows you to make accurate recommendations in one meeting. It will be easier to reach you. Think client app, online meetings and shared investment ideas. It's important to remember that it will be easier for you to keep your finger on what's happening.
API Access
Has API
No
API Access
Has API
No
Integrations
Airstack
No
Check Point Cloud Firewall
No
Cisco ACI
No
Dell EMC NetWorker
No
EGrAMS
No
Fortinet SD-WAN
No
HPE Consumption Analytics
No
Huawei FusionStorage
No
IBM Cloud
No
Juniper Booking Engine
No
Integrations
Airstack
Yes
Check Point Cloud Firewall
Yes
Cisco ACI
Yes
Dell EMC NetWorker
Yes
EGrAMS
Yes
Fortinet SD-WAN
Yes
HPE Consumption Analytics
Yes
Huawei FusionStorage
Yes
IBM Cloud
Yes
Juniper Booking Engine
Yes
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Pricing Details
No price information available.
Free Trial
No
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
No
Live Rep (24/7)
Yes
Online Support
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
Yes
Online Support
Yes
Types of Training
Training Docs
No
Webinars
No
Live Training (Online)
No
In Person
No
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
Yes
In Person
Yes
Vendor Details
Company Name
Comarch
Founded
1993
Country
Poland
Website
www.comarch.com/field-service-management/
Vendor Details
Company Name
Comarch
Founded
1993
Country
Poland
Website
www.comarch.com/finance/banking/comarch-wealth-management/
Product Features
Field Service Management
Billing & Invoicing
Yes
Contact Database
Yes
Contract Management
No
Customer Database
Yes
Dispatch Management
Yes
Electronic Signature
No
Inventory Management
Yes
Mobile Access
No
Payment Collection in the Field
Yes
Quotes / Estimates
No
Routing
No
Scheduling
Yes
Service History Tracking
Yes
Time Clock
Yes
Work Order Management
Yes
Tradesman Job Management
Contract Management
No
Customer Database
No
Dispatch Management
No
For Builders
No
For Electricians
No
For Field Service Businesses
No
For HVAC
No
For Plumbers
No
For Roofers
No
Invoicing
No
Job Tracking
No
Payments
No
Quoting
No
Reporting
No
Scheduling
No
Time Tracking
No
Product Features
Stock Portfolio Management
Billing & Invoicing
No
Client Management
Yes
Data Warehousing
Yes
For Investment Advisors
Yes
For Traders
No
Order Management
No
Portfolio Accounting
No
Portfolio Rebalancing
No
Risk Management
No
Tax Management
No
Technical Analysis
No
Wash Sale Detection
No