Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
Upon establishing an Axos Invest account, we will suggest a tailored investment portfolio that takes into account your time frame, risk tolerance, and expected returns in order to formulate a strategy that aligns with your preferences. Although our Managed Portfolios are designed for precision and efficiency, they remain adaptable to your needs. Beyond simple rebalancing, should you revise your personal information or financial objectives, we will modify your portfolio to ensure you stay on track towards achieving those goals. It's crucial to consider both your immediate and future financial aspirations, whether that involves saving for an upcoming vacation, accumulating funds for a home down payment, or creating a safety net through an emergency fund. Our team is here to assist you in crafting an investment plan tailored to your objectives. Furthermore, we will help you assess how much you can contribute towards retirement while setting clear investment targets, whether through an individual automated investment account or a Traditional or Roth IRA, providing comprehensive support throughout your investment journey. Ultimately, our aim is to empower you to take charge of your financial future.
Description
Savance EIOBoard simplifies the process of monitoring employee presence, whether they are in the office, telecommuting, offsite, on vacation, or absent for the day. It allows users to track various details, including personalized statuses, comments, expected return times, and contact information, all color-coded for quick reference. The platform enables the assignment of users to specific groups and locations, facilitating effortless filtering and searching. Additionally, it permits users to indicate and showcase estimated return times for various statuses, including lunch breaks and vacations. To ensure that vital information reaches all employees, the system can send company announcements and alerts through various channels. Furthermore, integration with Savance Emergency Mustering provides a swift way to account for all staff during emergencies or evacuations. User management is made straightforward through Active Directory integration, including Microsoft Azure, ensuring that adding and managing users is a seamless experience. Overall, Savance EIOBoard enhances workplace communication and safety, making it an invaluable tool for any organization.
API Access
Has API
No
API Access
Has API
No
Integrations
Active Directory
No
Axos Bank
Yes
Microsoft Azure
No
MoneyGuide
Yes
RightCapital
Yes
Integrations
Active Directory
Yes
Axos Bank
No
Microsoft Azure
Yes
MoneyGuide
No
RightCapital
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
No
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)
No
In Person
No
Types of Training
Training Docs
No
Webinars
No
Live Training (Online)
Yes
In Person
No
Vendor Details
Company Name
Axos Financial
Founded
1999
Country
United States
Website
www.axos.com/invest/managed-portfolios
Vendor Details
Company Name
Savance
Founded
1998
Country
United States
Website
www.savanceworkplace.com/electronic-in-out-board/
Product Features
Product Features
Workforce Management
Budgeting & Forecasting
No
Contractor Management
No
Employee Lifecycle Management
No
Labor Projection
No
Performance Appraisal
No
Recruiting Management
No
Scheduling
No
Skills Tracking
No
Time & Attendance
Yes
Variable Workforce
No