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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

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

Screenshots View All

Screenshots View All

Integrations

Altruist
Charles Schwab
Fidelity
Nitrogen

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

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