Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
The EVAN360 platform enables organizations to design a tailored support system where employees can effortlessly reach out to both internal colleagues and external contractors for immediate assistance. Questions posed by employees are swiftly directed to the appropriate expert who can deliver the correct response on the first attempt. Ensuring that finding help does not disrupt your team's productivity is crucial. By connecting them with the right individual from the start, quick answers can be obtained, enhancing overall efficiency. In essence, EVAN360 serves as the bridge linking those facing challenges with those equipped to provide solutions. It fosters a distinctive support atmosphere where team members can assist one another effectively. With instant access to a comprehensive support network, your team can maximize their productivity. This approach allows them to spend less time in limbo and more time concentrating on innovation, growth, and their ongoing projects. Moreover, it provides valuable insights into previously overlooked issues. By obtaining precise and relevant data, your organization is empowered to take informed actions that can lead to significant improvements. With EVAN360, your team can thrive, ensuring that every challenge is met with prompt and effective solutions.
Description
RightCapital's platform simplifies complex financial scenarios, offering clarity, accuracy, and adaptability. It allows you to present various situations, conduct stress tests, and more, ensuring that your clients can envision their ideal lifestyles, such as enjoying mornings on the golf course and afternoons at the beach. By clearly demonstrating how an optimal tax-efficient distribution strategy can save them money, you will facilitate their understanding of withdrawal schedules and Roth conversions. Additionally, you can assist in safeguarding your clients against unexpected events like disability or death by assessing their needs in various circumstances and pinpointing strategies for their success. Leverage our specialized student loan module to compare different payment options, helping clients alleviate their student debt burdens or those of their children. With RightCapital, rest assured that you will receive the clarity, flexibility, and support essential for crafting effective financial plans that truly resonate with your clients' aspirations. Ultimately, your proactive guidance will empower your clients to achieve their financial dreams with confidence.
API Access
Has API
API Access
Has API
Integrations
Addepar
Altruist
AssetMark
Axos Invest
Betterment
Black Diamond Wealth Platform
Bridge
CircleBlack
Envestnet | Tamarac
Fidelity
Integrations
Addepar
Altruist
AssetMark
Axos Invest
Betterment
Black Diamond Wealth Platform
Bridge
CircleBlack
Envestnet | Tamarac
Fidelity
Pricing Details
$10 per user per month
Free Trial
Free Version
Pricing Details
$139.95 per month
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
EVAN360
Founded
2017
Country
United States
Website
www.evan360.com
Vendor Details
Company Name
RightCapital
Country
United States
Website
www.rightcapital.com
Product Features
Remote Support
Diagnostic Tools
File Transfer
Live Chat
Real-time Chat
Remote Control
Screen Sharing
Session Recording
Session Transfer
Surveys & Feedback