Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Description

CuViBox is a CV database that companies use to manage employees and applicants CVs, automating the process of finding right profiles for proposals or asignments, and generating the commercial documentation needed. Employees and applicants can upload their CVs themselves. Then the commercial team will be able to use advanced filters to locate CVs and export them to office with just a few clicks. New templates can be created directly using MS-Office. Other features included are: custom fields, CV tracking campaigns, statistics on knowledge and experience, projects and clients database, GDPR management,...

Description

We regularly update the databases we offer for our software solutions on a quarterly, monthly, and weekly schedule. To view the latest databases compatible with StyleADVISOR and AllocationADVISOR, please refer to our list. No matter if you are a financial advisor, an analyst, or a product provider, Zephyr serves as an essential tool for enhancing client retention and driving asset growth. With its strong investment analysis features, tailored portfolio analytics instruments, and engaging visuals, Zephyr aids in refining your strategies and demonstrating your expertise. You can deliver your clients a thorough yet easily understandable proposal that highlights your added value by comparing their existing portfolio with your suggested portfolio. Utilize powerful sorting, filtering, and statistical tools to sift through thousands of investment portfolio products. Construct portfolios using traditional mean-variance optimization techniques or leverage our advanced Black-Litterman optimization module to fine-tune your investment strategies even further. This comprehensive approach ensures that you meet your clients' needs while maximizing their investment potential.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

No details available.

Integrations

No details available.

Pricing Details

0
Free Trial Yes 
Free Version Yes 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises Yes 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based No 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) No 
In Person No 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

CuViBox

Founded

2016

Country

Spain

Website

www.cuvibox.com

Vendor Details

Company Name

Informa Business Intelligence

Website

www.styleadvisor.com

Product Features

Human Resources

360 Degree Feedback No 
Applicant Tracking No 
Attendance Management No 
Benefits Management No 
Career Development Planning No 
Compensation Management No 
Compliance Management No 
Employee Database Yes 
Employee Lifecycle Management No 
Onboarding No 
Payroll Management No 
Performance Management No 
Recruiting Management No 
Self Service Portal No 
Succession Planning No 
Time & Attendance Management No 
Time Off Management No 
Timesheets No 
Training Management No 

Proposal Management

Automatic Formatting Yes 
Calendar Management No 
Collaboration No 
Contact Management No 
Content Repository Yes 
Document Management Yes 
Electronic Signature No 
Knowledge Library Yes 
Pipeline Management No 
RFP Management Yes 
Requirements Management No 
Revision Management No 
Task Management No 
Templates Yes 
Version Control No 

Product Features

Hedge Fund

Compliance Management No 
Contact Management No 
Investor Accounting No 
Investor Reporting Yes 
P&L Calculation No 
Partnership Accounting No 
Performance Analysis No 
Portfolio Analysis Yes 
Portfolio Management Yes 

Investment Management

Accounting Management No 
Benchmarking No 
Bonds / Stocks Yes 
Client Management No 
Commodities No 
Compliance Reporting Yes 
Data Import / Export Yes 
For Investment Advisors Yes 
For Investors & Traders Yes 
Fund Management Yes 
Modeling & Simulation Yes 
Payroll & Commissions No 
Performance Metrics Yes 
Portfolio Management Yes 
Risk Management Yes 

Alternatives

WBudget Reviews

WBudget

WLabs

Alternatives

Windham Portfolio Advisor Reviews

Windham Portfolio Advisor

Windham Capital Management
Automatic Grapher Reviews

Automatic Grapher

Dataview Software
Workspace Reviews

Workspace

TapChief
AdvisorWare Reviews

AdvisorWare

SS&C Technologies