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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

Is your sales team capable of competing against elite rivals? Transform your entire operation from the top down swiftly by leveraging predictive metrics to address issues today that could otherwise hinder tomorrow's outcomes. Empower managers to flourish as proactive coaches through an innovative skill development system aimed at enhancing the capabilities of sales managers and professionals alike. Foster a culture that prioritizes proactive sales strategies, enabling you to swiftly step into the role of a proactive coach who identifies and resolves issues early on. Strive for a consistent pipeline balance for both sales professionals and your team, utilizing predictive metrics to tackle seller challenges before they affect future results. Experience substantial enhancements in win rates and contract values while simultaneously shortening the sales cycle, facilitated by comprehensive end-to-end sales enablement and a full suite of online training programs that guide participants from planning through execution. By implementing these strategies, you can create a formidable sales force ready to excel in today’s competitive landscape.

Description

A cutting-edge, modular platform designed for wealth management innovation is now accessible via the cloud, catering to the growing demands of the industry. Drawing on three decades of expertise and product development, we equip you to tackle current challenges while positioning you to capitalize on future opportunities as we envision your path to growth. With a sophisticated client management solution, you can perform your daily tasks more efficiently, provide enhanced service to your clients, and boost revenue streams. The platform offers a comprehensive 360° view of client information, investments, assets, relationships, a document repository, and tracking features. By integrating digital capabilities, you can improve prospect conversion rates and deepen client relationships. The intelligent KYC capture system streamlines onboarding by adjusting to various client types, complemented by an integrated AML scoring engine. Simplifying processes allows you to manage a larger client base proactively through omnichannel approaches, ultimately increasing advisor productivity and improving overall operational efficiency. Furthermore, this innovative solution supports your business in adapting to the ever-evolving financial landscape.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Conga Contracts Yes 
Salesforce Yes 

Integrations

Conga Contracts No 
Salesforce No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

No price information available.
Free Trial No 
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) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) Yes 
Online Support Yes 

Types of Training

Training Docs No 
Webinars No 
Live Training (Online) Yes 
In Person No 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

Adventace

Founded

2001

Country

United States

Website

adventace.com

Vendor Details

Company Name

Objectway

Country

Italy

Website

www.objectway.com/objectway-wealthtech-suite/

Product Features

Org Chart

Collaboration No 
Data Import / Export No 
Drag & Drop No 
Interactive Elements No 
Photos / Images No 
Publishing / Sharing No 
Templates No 

Sales Performance Management

Incentive Compensation Management (ICM) No 
Predictive Sales Analytics No 
Quota Management No 
Reporting / Analytics No 
Sales Coaching Analysis No 
Sales Gamification No 
Sales Performance Tracking No 
Sales Planning & Forecasting No 
Territory Management No 

Product Features

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