Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
Repeatedly, we have successfully enhanced efficiency, allowing clients to benefit from valuable additional time. Ruby Datum guarantees an unparalleled user experience, as each feature undergoes thorough usability testing to maintain a streamlined interface. Users have the flexibility to enable or disable features through comprehensive settings. We have established integrations with top-tier platforms and are dedicated to aligning your user journey seamlessly with Ruby Datum and your preferred tools, such as iManage, Ayfie, or your bespoke client portal. Each platform can be tailored with custom colors to reflect your brand or the specific needs of the clients you serve. Additionally, user levels, site configurations, custom fields, and various features can be activated or deactivated through our user-friendly setup panels. These configurations can be saved and transferred to new sites for convenience. Our experienced team, well-versed in virtual data rooms, is available 24/7 to offer complete technical assistance and support whenever needed, ensuring your operations run smoothly. With our commitment to excellence, we aim to empower your organization and enhance overall productivity.
Description
WebVision is a secure and highly customizable cloud-based content management system (CMS) and investor portal that caters to asset managers by providing essential access to marketing materials, fund performance data, and comprehensive reporting tools. This platform can be implemented either as a module for fund or investor reporting integrated with an existing site, or as a completely bespoke website developed by the design experts at Imagineer. The system enables seamless automation of communications for investors and prospects via its robust online portal. WebVision operates independently, capable of importing data from various proprietary or CRM systems, or it can be fully integrated with Clienteer to enhance control and automation capabilities. Moreover, the platform includes the Fiveblocks reputation management tool, which assists in tracking user engagement, preserving your online reputation, and enhancing your brand identity. By leveraging these features, asset managers can ensure they meet client expectations while streamlining their operational processes.
API Access
Has API
No
API Access
Has API
No
Integrations
21YunBox
No
Bunnyshell
No
CloudSponge
No
Pricing Details
$700.00/year
Unlimited users Unlimited support Unlimited training - no hidden costs
Free Trial
No
Free Version
No
Pricing Details
No price information available.
Free Trial
Yes
Free Version
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
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)
Yes
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
No
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
Yes
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
Yes
Vendor Details
Company Name
Ruby Datum
Founded
2016
Country
United Kingdom
Website
www.rubydatum.co.uk
Vendor Details
Company Name
Imagineer Technology Group
Founded
1998
Country
United States
Website
www.imagineertechnology.com/WebVision-Fund-Marketing-and-Reporting
Product Features
Virtual Data Room
Anonymity Management
Yes
Audit Trail
Yes
Collaboration
Yes
Data Protection
Yes
Data Storage Management
Yes
Document Tagging
Yes
Due Diligence Management
Yes
Procurement Management
Yes
Project Management
Yes
Role-Based Permissions
Yes
Secure Preview
Yes
Product Features
Content Management
Audio Content
Yes
Customizable Templates
Yes
Document Indexing
No
E-forms
No
Full Text Search
No
Image Editor
No
SEO Management
Yes
Text Editor
Yes
Version Control
Yes
Video Content
Yes
Website Management
Yes
Equity Management
Cap Table Management
No
Deal Management
Yes
Document Storage
Yes
ESOP Management
No
Financial Modeling
No
Options Management
No
Participant Portal
Yes
Portfolio Management
No
Private Equity
Yes
Public Equity
No
VSOP Management
No
Valuation Management
No
Vesting Management
No
Financial Services
Analytics
Yes
Branch Optimization
No
Channel Management
No
Compliance Management
Yes
Customer Engagement
Yes
Performance Management
No
Risk Management
No
Virtual Data Room
Anonymity Management
No
Audit Trail
Yes
Collaboration
Yes
Data Protection
Yes
Data Storage Management
Yes
Document Tagging
Yes
Due Diligence Management
Yes
Procurement Management
No
Project Management
No
Role-Based Permissions
Yes
Secure Preview
Yes