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Average Ratings 0 Ratings
Description
FlowBreeze is an innovative add-in for Microsoft® Excel® that simplifies the flowchart creation process by converting text into flowchart shapes automatically. With FlowBreeze, users can generate flowcharts effortlessly by merely typing each step and hitting Enter; the text then transforms into corresponding flowchart symbols. Automatic formatting ensures that symbols are properly aligned, and connecting arrows are added without any extra effort. Imagine having a flowchart tool that streamlines the entire process to the point where you only need to type your ideas. This tool not only selects the appropriate flowchart symbols based on your input but also connects them seamlessly, making the workflow incredibly user-friendly. Furthermore, its integration with Microsoft Office means that anyone can easily edit and update flowcharts, ensuring accessibility and convenience for all users. This level of automation and ease could revolutionize how we visualize processes in our daily tasks.
Description
Wealth.com serves as a contemporary estate-planning platform led by advisors, catering to a diverse clientele and providing a comprehensive workflow that encompasses everything from grasping a client's estate to its ongoing optimization and management. Among its standout features is Ester AI, which efficiently extracts and visualizes information from complicated estate-planning documents, allowing advisors to produce concise, client-friendly summaries and visual aids; a Report Builder that crafts visual reports to enhance planning decisions; a Scenario Builder that empowers advisors to simulate, compare, and refine planning strategies, including tax implications and generational transfers; and tools for Document Creation that swiftly produce high-quality, attorney-level legal documents and diagrams. Furthermore, the platform boasts additional functionalities like interactive flowcharts, secure document storage, family-tree visualization, action-item monitoring, and seamless integration with over 20 financial and CRM platforms, including well-known names like Salesforce, eMoney, and Orion. In today's fast-paced financial landscape, Wealth.com stands out by offering innovative solutions that facilitate better communication between advisors and clients while streamlining the estate-planning process.
API Access
Has API
API Access
Has API
Integrations
Addepar
Black Diamond Wealth Platform
Charles Schwab
Coinbase
Microsoft 365
Orion
Redtail CRM
Salesforce
Wealthbox
Zillow
Integrations
Addepar
Black Diamond Wealth Platform
Charles Schwab
Coinbase
Microsoft 365
Orion
Redtail CRM
Salesforce
Wealthbox
Zillow
Pricing Details
$59.95 per license
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
BreezeTree Software
Founded
2005
Country
United States
Website
www.breezetree.com/flowchart-software
Vendor Details
Company Name
Wealth.com
Founded
2021
Country
United States
Website
www.wealth.com
Product Features
Flowchart
Collaboration
Diagramming
Drag & Drop
Organizational Charting
Process Mapping
Revision Management
Templates
Text to Chart