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Description
Gratefully serves as an AI-driven platform designed specifically for nonprofit fundraising initiatives. It seamlessly consolidates donor information from various sources such as CRM systems, documents, emails, and notes into a secure, organization-owned knowledge graph. This comprehensive tool analyzes your entire portfolio and presents your team with a prioritized daily action plan, highlighting which donors require attention and the reasons behind it. All donor metrics are calculated with precision and are fully auditable, ensuring transparency in every aspect, with every piece of information appropriately sourced. Furthermore, the management of donor relationships remains firmly in human hands. Gratefully also supports native integrations with platforms like Bloomerang and Salesforce for Nonprofits, along with the ability to import CSV files and upload documents. The platform features an assistant named Grace, who is there to enhance the user experience. This innovative approach not only streamlines your fundraising efforts but also empowers organizations to make informed decisions based on reliable data.
Description
The shift to working from home (WFH) has become a fundamental aspect of the new normal due to the COVID pandemic. For organizations, the ability for employees to work remotely has become essential to maintain operations, serve clients effectively, and manage risks. To support this transition, GRACE offers a solution. La Meer’s GRACE platform, which stands for governance, risk, and compliance for the enterprise, is a cloud-based system tailored specifically for the financial sector, including banks, broker-dealers, wealth advisory firms, alternative investments, and asset management companies. This all-encompassing cloud solution empowers organizations and their teams to provide uninterrupted client service while ensuring comprehensive oversight, compliance, and risk management regardless of location. Additionally, the GRACE platform's modular design enables clients to choose and pay only for the specific modules or functionalities that meet their unique needs, making it a flexible choice for businesses of all sizes. Ultimately, GRACE positions organizations to adapt seamlessly to the evolving demands of the financial landscape.
API Access
Has API
API Access
Has API
Screenshots View All
No images available
Integrations
No details available.
Integrations
No details available.
Pricing Details
$400/month
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
Gratefully
Country
United States
Website
gratefully.io
Vendor Details
Company Name
La Meer
Founded
2010
Country
United States
Website
lameerinc.com
Product Features
Nonprofit
Accounting
Committee Management
Donor Management
Dues Management
Event Management
Fundraising Management
Member Database
Membership Management
Social Media Management
Volunteer Management
Product Features
Financial Risk Management
Compliance Management
Credit Risk Management
For Hedge Funds
Liquidity Analysis
Loan Portfolio Management
Market Risk Management
Operational Risk Management
Portfolio Management
Portfolio Modeling
Risk Analytics Benchmarks
Stress Tests
Value At Risk Calculation
GRC
Auditing
Disaster Recovery
Environmental Compliance
IT Risk Management
Incident Management
Internal Controls Management
Operational Risk Management
Policy Management