Who Uses This Software?

Focus on European wealth management and investment advising companies.


Average Ratings

  • Overall
  • Ease of Use
  • Customer Service

Product Details

  • Deployment
    Cloud, SaaS, Web
  • Training
    Documentation
    Webinars
    Live Online
    In Person
  • Support
    Business Hours

Vendor Details

  • TAVIQ
  • taviqinvesting.com/
  • Founded 2015
  • Finland

About TAVIQ Profiler

A prospect profiling tool that enables investment advisors to improve hit rate from prospects to close.


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TAVIQ Profiler Features

  • Activity Tracking
  • Campaign Management
  • Lead Capture
  • Lead Distribution
  • Lead Nurturing
  • Lead Scoring
  • Lead Segmentation
  • Pipeline Management
  • Prospecting Tools
  • Source Tracking

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