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Average Ratings 0 Ratings

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ease
features
design
support

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Description

Enfusion is a global leader in native SaaS-based investment technology solutions and services. It enables clients to work from one source of data, from the front-office to back. Enfusion is a platform that increases agility. It offers award-winning software, managed service and analytics to over 500 investment managers and hedge fund managers from eight offices across four continents.

Description

Rapidly create RPA playbooks to support customer, employee and other workflows. Download, Customize, and Integrate bots. eCommerce bots and RPAs can increase conversion. Automate customer engagement at every stage of the customer's purchase journey. Software robots can be used to automate, organize and build front-office tasks. Acquisition Bots to lower the cost of customer acquisition. Contextual bots for journey continuation from various traffic sources. Optimize conversions for low-performing traffic channels. There are 50+ pre-made front-office bots and 6 RPA playbooks. This number is growing quickly. tapCLIQ's Interactive messaging provides a superior user experience by personalizing messages to users' micro-moments for greater mobile engagement and action. TapCLIQ's Interactive messages will allow you to maximize the potential to drive growth at all stages of your prospect and customer lifecycles.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Northstar Risk

Integrations

Northstar Risk

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

Enfusion

Founded

1997

Country

United States

Website

enfusion.com

Vendor Details

Company Name

tapCLIQ

Founded

2012

Country

United States

Website

www.tapcliq.com

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

Product Features

Marketing Automation

A/B Testing
Analytics / ROI Tracking
Artificial Intelligence
Content / Blogging Platform
Customizable CTAs
Drip Campaigns
Dynamic Content
Landing Pages / Web Forms
Lead Scoring
Sales Intelligence
Search Marketing
Segmentation
Social Marketing
Website Visitor Tracking

Alternatives

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Prospero Suite

FINARTIS