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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

Link the digital paths of your customers to personalized guidance. Enhance interactions through in-person consultations, phone calls, video chats, and messaging with our innovative platform. Seamlessly integrate customer journeys from your website into tailored advice sessions. By implementing our straightforward JavaScript plug-in on your brand's site, you can track visitor behavior anonymously. This plug-in effortlessly transitions these online paths into personalized advice discussions, whether in-store or via phone. Advisors receive valuable insights from these digital experiences through a specialized application designed just for them, which ultimately helps them save time. In today's internet-driven retail landscape, many sales representatives remain out of touch. Count3r empowers team members with essential information regarding products, sales strategies, and store specifics directly on their tablets. This allows your sales personnel to regain their role as trusted shopping advisors while increasing sales by up to 20%. We equip advisors with the confidence to up-sell effectively to every customer, across all departments, thereby enhancing profitability. Elevate your conversion rates by providing exceptional customer experiences that merge the best features of online shopping with personalized service. By doing so, you create a more engaging and satisfying shopping environment that meets the needs of today's consumers.

Description

Robo Advisor serves as a modern investment tool that provides clients with tailored investment opportunities aligned with their individual risk tolerance and financial aspirations. Ideal for those desiring immediate digital assistance, it presents a budget-friendly investment platform specifically designed for low-net-worth individuals. This comprehensive wealth management solution is accessible to a broad audience through financial institutions. By employing sophisticated AI algorithms, it thoroughly evaluates a client's assets, liabilities, risk profiles, and investment objectives. The platform is user-friendly, catering to passive investors with its straightforward interface and real-time net asset value (NAV) updates. Furthermore, Robo Advisor harnesses advanced algorithms and reliable research to effectively align investment strategies with the user's short, medium, or long-term financial goals. It offers customized investment approaches as an economical substitute for traditional financial advisors, enabling users to engage in various goal-oriented strategies while maintaining control and the ability to rebalance their investments across different asset classes. With these features, Robo Advisor not only simplifies the investment process but also empowers users to take charge of their financial futures.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Microsoft Dynamics 365 Yes 
Zapier Yes 

Integrations

Microsoft Dynamics 365 No 
Zapier No 

Pricing Details

$49 per month
Free Trial Yes 
Free Version Yes 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
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 No 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

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

Types of Training

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

Vendor Details

Company Name

Teller

Founded

2013

Country

Netherlands

Website

www.count3r.com

Vendor Details

Company Name

Tradesocio

Country

Singapore

Website

www.tradesocio.com

Product Features

Appointment Scheduling

Appointment Reminders Yes 
Automated Scheduling Yes 
Calendar Sync Yes 
Client Database Yes 
Group Scheduling No 
Mobile Access Yes 
Multi-Location Yes 
Online Booking Yes 
Online Payments Yes 
Recurring Appointments Yes 
Room Booking Management Yes 

Product Features

Algorithmic Trading

2-Click Trading No 
Analyst on Demand No 
Auto Fibs No 
Auto Trend Lines No 
Backtesting No 
Basket Trading No 
Drawing Tools No 
Pattern Tools No 
Stock Screener No 
Trading From Charts No 

Investment Management

Accounting Management No 
Benchmarking No 
Bonds / Stocks No 
Client Management No 
Commodities No 
Compliance Reporting No 
Data Import / Export No 
For Investment Advisors No 
For Investors & Traders No 
Fund Management No 
Modeling & Simulation No 
Payroll & Commissions No 
Performance Metrics No 
Portfolio Management No 
Risk Management No 

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