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Average Ratings 0 Ratings

Total
ease
features
design
support

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

Write a Review

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

Screenshots View All

Screenshots View All

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

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