Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
CopiaFacts is a collection of telephony software products. It includes FaxFacts E-MailFacts VoiceFacts. FaxFacts offers a variety fax solutions including fax server, voice broadcasting, high volume personalized mail merge, fax-on demand, fax to email and vice versa. E-MailFacts improves e mail broadcasting by verifying the recipients' e mail domain before the email is actually sent. VoiceFacts offers IVR and voice broadcasting solutions. SMS is now available.
Description
Vise is a technology-powered asset manager that helps financial advisors build, manage, and explain personalized portfolios.
API Access
Has API
API Access
Has API
Integrations
Altruist
Charles Schwab
Fidelity
Nitrogen
Pricing Details
No price information available.
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
Copia
Founded
1987
Country
United States and United Kingdom
Website
www.copia.com
Vendor Details
Company Name
Vise
Founded
2016
Country
United States
Website
vise.com
Product Features
IVR
Call Center
Call Logging
Call Recording
Call Routing
Multiple Scripts
Phone Key Input
Survey Management
Text to Speech
Voice Customization
Voice Mail
Product Features
Investment Management
Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Payroll & Commissions
Performance Metrics
Portfolio Management
Risk Management
Stock Portfolio Management
Billing & Invoicing
Client Management
Data Warehousing
For Investment Advisors
For Traders
Order Management
Portfolio Accounting
Portfolio Rebalancing
Risk Management
Tax Management
Technical Analysis
Wash Sale Detection