Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
We specialize in tailored solutions for Access and the entire Microsoft Office suite, ensuring that you can enhance efficiency while cutting costs through effective workflow automation. With decades of diverse experience in Access across various sectors, our expertise allows us to streamline your tasks, transforming hours of work into mere seconds with just a single button click. Our outstanding team has established a strong reputation for their ability to automate even the most intricate processes. We are committed to making your needs a reality, and if it is feasible, we will deliver. Furthermore, we prioritize data security, with our team having undergone rigorous security clearances and possessing extensive knowledge in high-level data governance practices. We treat your data and confidential information with the utmost care, as if it were our own valuable asset. Additionally, we are open to signing Non-Disclosure Agreements (NDAs) if you prefer an extra layer of confidentiality to safeguard your sensitive information. Our commitment to your success and security drives everything we do.
Description
Covercy... where banking meets investment management.
Save time with our automated distribution & capital call payment processing, gain your LPs’ trust with our intuitive Investor Portal, and generate interest from capital funds held in your Covercy Wallet – all in one platform.
Your investors can access their account to view portfolio info, transactions, documents & reports. Call capital in your investment currency. Investors fund them in their select currency. Slash the risk of phishing and wire-fraud with our secure platform and payments. View the positions of your investors in all assets & funds. Slice and dice as you wish. You can even log on to the Investor Portal to see how what your investor sees and experiences. Complete all distribution payments in a click. We’ll auto debit your account. Our partner banks or payment partners will open accounts under your fund/asset names to automate processing of capital calls & distributions. You can even earn interest on your uninvested capital. Our strict anti-money-laundering tests & policies help you stay compliant. Share documents like K1s, agreements, and financial statements with your investors. Per fund / syndicate.
API Access
Has API
Yes
API Access
Has API
No
Integrations
Wufoo
No
Zapier
No
Pricing Details
$100 per hour
Free Trial
No
Free Version
No
Pricing Details
$100 per month
Free Trial
No
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
Yes
iPad App
Yes
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
Yes
Webinars
No
Live Training (Online)
Yes
In Person
No
Types of Training
Training Docs
No
Webinars
No
Live Training (Online)
No
In Person
No
Vendor Details
Company Name
Automational
Founded
2010
Country
United States
Website
automational.com
Vendor Details
Company Name
Covercy
Founded
2015
Country
United Kingdom
Website
www.covercy.com
Product Features
CRM
Calendar/Reminder System
Yes
Call Logging
No
Document Storage
Yes
Email Marketing
Yes
Internal Chat Integration
Yes
Lead Scoring
Yes
Marketing Automation Integration
Yes
Mobile Access
Yes
Quotes / Proposals
No
Segmentation
Yes
Social Media Integration
Yes
Task Management
Yes
Territory Management
No
Product Features
Banking
ATM Management
No
Compliance Tracking
Yes
Corporate Banking
Yes
Credit Card Management
No
Credit Union
No
Investment Banking
No
Multi-Branch
No
Online Banking
No
Private Banking
No
Retail Banking
No
Risk Management
No
Securities Management
No
Transaction Monitoring
Yes
Payment Processing
ACH Check Transactions
No
Bitcoin Compatible
Yes
Debit Card Support
No
Gift Card Management
No
Mobile Payments
Yes
Online Payments
Yes
POS Transactions
No
Receipt Printing
No
Recurring Billing
No
Signature Capture
No