Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
The EVAN360 platform enables organizations to design a tailored support system where employees can effortlessly reach out to both internal colleagues and external contractors for immediate assistance. Questions posed by employees are swiftly directed to the appropriate expert who can deliver the correct response on the first attempt. Ensuring that finding help does not disrupt your team's productivity is crucial. By connecting them with the right individual from the start, quick answers can be obtained, enhancing overall efficiency. In essence, EVAN360 serves as the bridge linking those facing challenges with those equipped to provide solutions. It fosters a distinctive support atmosphere where team members can assist one another effectively. With instant access to a comprehensive support network, your team can maximize their productivity. This approach allows them to spend less time in limbo and more time concentrating on innovation, growth, and their ongoing projects. Moreover, it provides valuable insights into previously overlooked issues. By obtaining precise and relevant data, your organization is empowered to take informed actions that can lead to significant improvements. With EVAN360, your team can thrive, ensuring that every challenge is met with prompt and effective solutions.
Description
RightCapital's platform simplifies complex financial scenarios, offering clarity, accuracy, and adaptability. It allows you to present various situations, conduct stress tests, and more, ensuring that your clients can envision their ideal lifestyles, such as enjoying mornings on the golf course and afternoons at the beach. By clearly demonstrating how an optimal tax-efficient distribution strategy can save them money, you will facilitate their understanding of withdrawal schedules and Roth conversions. Additionally, you can assist in safeguarding your clients against unexpected events like disability or death by assessing their needs in various circumstances and pinpointing strategies for their success. Leverage our specialized student loan module to compare different payment options, helping clients alleviate their student debt burdens or those of their children. With RightCapital, rest assured that you will receive the clarity, flexibility, and support essential for crafting effective financial plans that truly resonate with your clients' aspirations. Ultimately, your proactive guidance will empower your clients to achieve their financial dreams with confidence.
API Access
Has API
No
API Access
Has API
Yes
Integrations
Addepar
No
Agility
No
Altruist
No
AssetMark
No
Axos Invest
No
Betterment
No
Black Diamond Wealth Platform
No
Blueleaf
No
Bridge
No
CircleBlack
No
Integrations
Addepar
Yes
Agility
Yes
Altruist
Yes
AssetMark
Yes
Axos Invest
Yes
Betterment
Yes
Black Diamond Wealth Platform
Yes
Blueleaf
Yes
Bridge
Yes
CircleBlack
Yes
Pricing Details
$10 per user per month
Free Trial
Yes
Free Version
No
Pricing Details
$139.95 per month
Free Trial
No
Free Version
Yes
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
Yes
iPad App
No
Android App
Yes
Windows
No
Mac
Yes
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
Yes
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
Yes
In Person
No
Vendor Details
Company Name
EVAN360
Founded
2017
Country
United States
Website
www.evan360.com
Vendor Details
Company Name
RightCapital
Country
United States
Website
www.rightcapital.com
Product Features
Remote Support
Diagnostic Tools
Yes
File Transfer
No
Live Chat
No
Real-time Chat
Yes
Remote Control
No
Screen Sharing
Yes
Session Recording
Yes
Session Transfer
Yes
Surveys & Feedback
Yes