Financial Advice and Client Engagement Software vs WebVision

Rating

(0)


4.5 / 5
(4)

Starting Price

Not provided by vendor Not provided by vendor

Best For

Wealth management firms or departments

Hedge Funds, Private Equity, Institutional Asset Managers, and Wealth Managers

Ideal number of Users

1 - 1000+

100-499

Ease of Use


4.5 / 5

Customer Support


4.5 / 5

Features & Functionality


4.5 / 5

Value for Money


5 / 5

Product Features

  • check Analytics
  • close Branch Optimization
  • close Channel Management
  • check Compliance Management
  • check Customer Engagement
  • check Performance Management
  • check Risk Management
  • check Analytics
  • close Branch Optimization
  • close Channel Management
  • check Compliance Management
  • check Customer Engagement
  • close Performance Management
  • close Risk Management

Screenshots

View 3 screenshots 96482 thumb
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Platform

Web/Installed

Mobile

Web/Installed

Mobile

Support

  • 24/7 (Live Rep)
  • Business Hours
  • Online
  • 24/7 (Live Rep)
  • Business Hours
  • Online

Training

  • check In Person
  • check Live Online
  • check Webinars
  • check Documentation
  • check In Person
  • check Live Online
  • check Webinars
  • check Documentation

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Financial Advice and Client Engagement Software vs WebVision

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