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Average Ratings 0 Ratings
Description
The Extranet software is a cutting-edge, Internet-based application that monitors changes in real-time, ensuring you are always informed and up to date. To deliver exceptional services to your clients, it is essential to have precise, relevant, and easily accessible information regarding every aspect of a project. The ability to effectively manage several projects simultaneously is key to a service provider's expansion and overall success. This innovative Extranet operates in real-time and is accessible via the Internet. All your staff need for access is a smartphone, laptop, or tablet along with a reliable Internet connection. There is no requirement for an IT department to implement the Extranet, making it user-friendly. Utilizing the SaaS model, this software comes with a low monthly subscription fee. CoreMan Technology manages all aspects related to Extranet upgrades, access issues, hardware enhancements, and software deployment as part of your monthly payment. As a subscriber, your sole responsibility is to ensure that your devices have a stable Internet connection to utilize the Extranet effectively. This streamlined approach allows your team to focus on delivering top-notch service without the burden of technical management.
Description
Wealth Portal operates online and is compatible with any web browser. This versatile platform integrates effortlessly with a variety of systems as well as custodial or broker/dealer environments. It provides users with a centralized access point for all their financial accounts, eliminating the need to visit multiple websites. Sharing confidential documents with clients has become remarkably straightforward, allowing users to securely send files of any size with just a few clicks. This streamlined process enhances efficiency and ensures the privacy of sensitive information.
API Access
Has API
API Access
Has API
Integrations
No details available.
Integrations
No details available.
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
CoreMan Technology
Country
United States
Website
www.coremantech.com
Vendor Details
Company Name
Fusion Advisor
Website
fusionadvisor.com
Product Features
Professional Services Automation
Billing & Invoicing
CRM
Client Portal
Collaboration Tools
Document Management
Portfolio Management
Project Management
Proposal Generation
Quote Management
Resource Management
Time & Expense Tracking
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