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Average Ratings 0 Ratings
Description
Euler serves as a comprehensive platform designed to boost partner revenue growth by streamlining and automating the administration of partner programs, allowing teams to concentrate on enhancing revenue generated from partners while minimizing time-consuming tasks. With a focus on efficiency, it enables rapid partner onboarding that can activate new partners within minutes, rather than the weeks typically required, and ensures ongoing partner alignment and support through real-time updates, even in cases where partners do not log in. The platform simplifies the intricacies of incentive and commission management by automating calculations and invoice generation, thus alleviating the burdens of manual reconciliation, while also adeptly tracking referrals, deals, and partner contributions via seamless integrations with CRM and billing systems. To further enhance user experience, Euler offers AI-driven tools such as DealFlow AI, which automates the deal registration process, an AI communications hub designed for crafting targeted and automated messages for partners, and an AI partner account manager that provides continuous support to partners. Furthermore, the platform includes functionalities for collecting and approving partner applications, tailoring incentive structures, and managing contracting processes, which collectively empower users to maximize their partnership potential effectively. As such, Euler not only simplifies existing workflows but also drives greater engagement and productivity within partner ecosystems.
Description
DealFlow serves as a comprehensive platform for providing alternative investment options to affluent clients. Users can explore various funds and opportunities, seamlessly engaging in structured workflows and required documentation that facilitate participation in deals with just a few clicks. The design prioritizes a user-friendly investor experience, incorporating intelligent onboarding forms that feature real-time verification of documents and an efficient KYC process, ultimately making the experience swift and minimizing the likelihood of errors. Additionally, DealFlow presents FINRA-regulated professionals with the most rapid and effective method to transact securities on behalf of their clients. Integrated compliance procedures are an essential part of the platform, while Katipult’s eSignature technology guarantees complete transparency in documentation and KYC processes. With its commitment to innovation, DealFlow is poised to redefine the landscape of alternative investments for high-net-worth individuals.
API Access
Has API
API Access
Has API
Integrations
Chargebee
Crossbeam
Gmail
Google Chrome
Google Docs
Google Sheets
HubSpot CRM
Maxio
Microsoft Excel
Pipedrive
Integrations
Chargebee
Crossbeam
Gmail
Google Chrome
Google Docs
Google Sheets
HubSpot CRM
Maxio
Microsoft Excel
Pipedrive
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
Euler
Founded
2023
Country
United States
Website
eulerapp.com
Vendor Details
Company Name
Katipult
Founded
2014
Country
Canada
Website
www.katipult.com
Product Features
Partner Relationship Management (PRM)
Asset Management
Business Plans
Channel Marketing Automation
Collaboration Tools
Compliance Management
Deal Management
Deal Registration
Lead Generation
Lead Sharing
Partner Onboarding
Partner Portal
Performance Metrics
Rewards Programs
Workflow Management