Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
Initially, a single document was all it took to establish your business's legitimacy; however, over time, your collection of documents has expanded and become increasingly chaotic across various platforms and devices. Many businesses resort to temporary solutions like Dropbox or SharePoint to manage their documents, but these methods often fall short of providing a real solution. In contrast, Real File offers a robust document management system specifically designed for organizations rather than individual users. Powered by the reliable and redundant Amazon cloud, Real Directory ensures that your documents are securely encrypted and safeguarded with SSL technology, which is the same level of protection used for credit card transactions. As your business grows, our cloud storage adapts to your needs, eliminating concerns about running out of space or bandwidth. Moreover, we handle all software and management tasks, allowing you to focus on what matters most—your business. With the ability to work directly from a web browser, you can access files from anywhere using our web client, while also managing user accounts to grant employees or customers access to designated folders or documents. This comprehensive approach to document management empowers your organization to operate more efficiently and securely in today's fast-paced environment.
Description
Wellspent serves as a subscription-based platform and a public directory for fee-only financial advisors. Advisors have the capability to create and update detailed profiles that include information about their fee structures, qualifications, geographical areas of practice, areas of expertise, and the types of clients they serve. These profiles are featured in a public directory, enabling potential clients to discover appropriate advisors and request introductions directly, all without incurring per-lead fees. In the 28 days leading up to November 4, 2026, AI tools referenced Wellspent advisor records a total of 77,388 times. Developers can utilize Wellspent’s Discovery API and MCP server to access this data for personal finance applications and AI-driven discovery processes. Members are allowed to modify their profiles; those who subscribe to the membership also benefit from monthly AI visibility reports and have the opportunity to engage in quarterly press cycles. The platform is tailored specifically for solo financial advisors and those working at smaller registered investment adviser firms across the United States and Canada. Membership is structured on a per-advisor basis, with flexible billing options available for both monthly and annual subscriptions. Ultimately, Wellspent aims to enhance the visibility and accessibility of financial advisory services for clients seeking expert guidance.
API Access
Has API
No
API Access
Has API
Yes
Screenshots View All
No images available
Integrations
Amazon Web Services (AWS)
Yes
Dropbox
Yes
Microsoft SharePoint
Yes
Model Context Protocol (MCP)
No
Integrations
Amazon Web Services (AWS)
No
Dropbox
No
Microsoft SharePoint
No
Model Context Protocol (MCP)
Yes
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Pricing Details
$49/month
Record is $49/month or $490/year ($41/month when billed annually). Membership is $89/month or $890/year ($74/month when billed annually) and adds monthly AI visibility reports and quarterly press. Plans are billed in advance; members may cancel at any time.
Free Trial
No
Free Version
Yes
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
No
Webinars
No
Live Training (Online)
Yes
In Person
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
No
In Person
No
Vendor Details
Company Name
Real Time Solutions
Country
United States
Website
www.rtsolutions.com
Vendor Details
Company Name
ClearGraph
Founded
2023
Country
United States
Website
wellspent.co
Product Features
Directory
Advertising Management
Yes
Customer Portal
Yes
Design / Layout
No
Listing Management
No
Payment Processing
No
Review Management
No
SEO Tools
Yes
Search / Filter
No
Product Features
Directory
Advertising Management
No
Customer Portal
No
Design / Layout
No
Listing Management
No
Payment Processing
No
Review Management
No
SEO Tools
No
Search / Filter
No