Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
AdviceSheet serves as an alternative to traditional 360° performance evaluations for teams. Born from our dissatisfaction with the conventional 360 reviews that prioritize numeric scores yet fail to provide actionable insights, we created this tool to foster meaningful conversations through comprehensive feedback. Within AdviceSheet, you will discover a collection of 13 carefully crafted questions aimed at extracting insights about individuals’ strengths while also identifying areas for improvement and potential issues from diverse viewpoints, ultimately aiding personal and professional growth. The reports generated by AdviceSheet are filled with constructive advice and thoughtful feedback that offer significant value. Furthermore, one of the standout features is that it empowers the individual being reviewed to take control of the feedback process, making it a more engaging and effective experience. This approach not only enhances self-awareness but also contributes to a more supportive team environment.
Description
AdvisorEngine crafts innovative and user-friendly technology tailored for financial advisors. Our diverse team comprises enterprise technologists, data experts, creative designers, visionaries, entrepreneurs, and seasoned financial advisors. Every day, we strive to shape the future landscape of financial guidance, starting with the essential advisor-client relationship and expanding from that foundation. The most effective advice is fundamentally human, rooted in interpersonal connections. We continuously seek fresh insights into investing and the behaviors of investors. Superior advice is guided by thorough research, adapting as new insights emerge from quantitative finance, behavioral economics, business analytics, and advancements in artificial intelligence. Our creative and design-centric approach sets our technology apart, giving it a unique aesthetic that distinguishes us from competitors. Ultimately, the best guidance not only informs but also inspires. Additionally, we emphasize making it seamless for new clients to engage with you through a tailored and efficient digital onboarding process.
API Access
Has API
No
API Access
Has API
No
Pricing Details
$24 per month
Free Trial
Yes
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)
No
Online Support
Yes
Types of Training
Training Docs
No
Webinars
No
Live Training (Online)
No
In Person
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
No
In Person
Yes
Vendor Details
Company Name
AdviceSheet
Founded
2020
Website
advicesheet.com
Vendor Details
Company Name
AdvisorEngine
Country
United States
Website
www.advisorengine.com
Product Features
360 Degree Feedback
Dashboard
No
Feedback / Surveys
No
Progress Tracking
No
Question Library
No
Rater Selection
No
Self Service Portal
No
Supports External Reviewers
No
Product Features
Financial CRM
Account Alerts
Yes
Asset Management
Yes
Expense Tracking
Yes
Household Tracking
No
Influence Tracking
No
Lead Management
Yes
Marketing Management
No
Relationship Tracking
Yes
Team Assignments
No
Territory Management
No