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support

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Description

Enfusion is a global leader in native SaaS-based investment technology solutions and services. It enables clients to work from one source of data, from the front-office to back. Enfusion is a platform that increases agility. It offers award-winning software, managed service and analytics to over 500 investment managers and hedge fund managers from eight offices across four continents.

Description

Rapidly create RPA playbooks to support customer, employee and other workflows. Download, Customize, and Integrate bots. eCommerce bots and RPAs can increase conversion. Automate customer engagement at every stage of the customer's purchase journey. Software robots can be used to automate, organize and build front-office tasks. Acquisition Bots to lower the cost of customer acquisition. Contextual bots for journey continuation from various traffic sources. Optimize conversions for low-performing traffic channels. There are 50+ pre-made front-office bots and 6 RPA playbooks. This number is growing quickly. tapCLIQ's Interactive messaging provides a superior user experience by personalizing messages to users' micro-moments for greater mobile engagement and action. TapCLIQ's Interactive messages will allow you to maximize the potential to drive growth at all stages of your prospect and customer lifecycles.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Northstar Risk Yes 

Integrations

Northstar Risk 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 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 No 
Webinars No 
Live Training (Online) No 
In Person No 

Types of Training

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

Vendor Details

Company Name

Enfusion

Founded

1997

Country

United States

Website

enfusion.com

Vendor Details

Company Name

tapCLIQ

Founded

2012

Country

United States

Website

www.tapcliq.com

Product Features

Investment Management

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

Product Features

Marketing Automation

A/B Testing No 
Analytics / ROI Tracking No 
Artificial Intelligence No 
Content / Blogging Platform No 
Customizable CTAs Yes 
Drip Campaigns Yes 
Dynamic Content Yes 
Landing Pages / Web Forms No 
Lead Scoring No 
Sales Intelligence Yes 
Search Marketing No 
Segmentation No 
Social Marketing No 
Website Visitor Tracking No 

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FINARTIS