Imagineer Technology Group

WebVision


4.5 / 5
4 reviews

Who Uses This Software?

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


Average Ratings

4 Reviews

  • 4.5 / 5
    Overall

  • 4.5 / 5
    Ease of Use

  • 4.5 / 5
    Customer Service

Product Details

  • Starting Price
    Not provided by vendor
  • Free Demo
    Yes
  • Deployment
    Cloud, SaaS, Web
  • Training
    Documentation
    Webinars
    Live Online
    In Person
  • Support
    Business Hours

Vendor Details

  • Imagineer Technology Group
  • www.itgny.com/
  • Founded 1998
  • United States

About WebVision

WebVision provides asset managers with a sophisticated platform for managing fund and investor level online-reporting and event management from within their own corporate website. All investor and prospect communications can be automated through this powerful and secure online tool. WebVision can stand on its own, taking data imports from proprietary or other CRM tools, or be fully integrated with Clienteer for even higher levels of control and automation.


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WebVision Features

  • Audio Content
  • Customizable Templates
  • Document Indexing
  • E-forms
  • Full Text Search
  • Image Editor
  • SEO Management
  • Text Editor
  • Version Control
  • Video Content
  • Website Management
  • Analytics
  • Branch Optimization
  • Channel Management
  • Compliance Management
  • Customer Engagement
  • Performance Management
  • Risk Management
  • Anonymity Management
  • Auditing
  • Collaboration
  • Data Protection
  • Data Storage Management
  • Document Tagging
  • Due Diligence Management
  • Procurement Management
  • Project Management
  • Role-Based Permissions
  • Secure Preview

WebVision Reviews Recently Reviewed!


Web Vision review

Oct 09, 2018
4/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: Provides Seven Bridges client easy access to documents we share with them, plus the dynamic aspects of our website allows them to see their asset allocation summary and details. Additionally the Admin functions and MFA are very useful as an adminstrator of the platform.

Cons: As discussed with Erol Dusi it would be beneficial if the portal allowed our internal Web Services to be called from the Web Vision portal and rendered through JavaScript/HTML5 in some generic manner. Also easier use on mobile devices would be extremely helpful.

Overall: Seven Bridges has used the WebVision platoform for 5+ years and has always had a positive experience. Customer rep. is our main point of contact has always been extremely helpful.

Great Experience

Oct 22, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Extremely
Likely

Pros: The software is easy to use but if there is ever an issue, the customer service is very good. They respond right away and are always willing to do a screen share so they can experience what the user is experiencing.

Cons: There is nothing that stands out that is unsatisfactory regarding WebVision. Maybe updating us when a new version is available?

Overall: For the last several years, we have used them and have been quite pleased.

Great service provider providing enhanced ability

Oct 09, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Extremely
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Pros: Easy to use and build out with a great team who are willing to go above and beyond.

Cons: I dont have any complaints. It is user friendly and the use can be self sufficient in doing Webvision updates.

WebVisiion

Nov 16, 2018
4/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

4 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Extremely
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Pros: The sophistication of this product is excellent and will be something we will be investigating further as our business grows.

Cons: It can take a bit of time to learn and utilize the total functionality of this system but that is normal with any new system.

Overall: The trial period that we used was a very valuable experience and it will be reviewed by management for further discussion and usage.