Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
Envestnet offers a cohesive multi-portal platform designed to optimize the wealth management experience. By synchronizing data across our extensive network, we provide insightful and actionable intelligence that promotes growth and enhances client results. Our integrated portals serve as comprehensive solutions that are easily accessible, covering all crucial aspects of the advisory process. The advisor portal is particularly efficient, allowing financial advisors to streamline their client-focused activities while minimizing time spent on administrative and back-office responsibilities. Meanwhile, the manager portal offers a robust solution for third-party strategists and separate account managers to effectively manage client portfolios for advisors. In addition, managers can utilize advanced analytics and reporting tools to make informed decisions regarding distribution strategies and gain a more profound understanding of their business portfolio. This holistic approach not only improves operational efficiency but also fosters stronger client relationships and drives overall success in wealth management.
Description
Motion.io serves as a comprehensive client portal and project management solution tailored for service-oriented businesses, aiming to enhance the efficiency of client interactions. It features intuitive, white-labeled portals that allow clients to engage without logging in, facilitating file uploads, form completions, project tracking, and team communication seamlessly. The platform's task builder empowers businesses to designate responsibilities while sending automatic reminders to clients for essential actions, like document signing or information submission. Additionally, Motion.io incorporates electronic signature capabilities, allowing clients to finalize contracts right within their portals. Clients benefit from a project tracker that offers transparent insight into every phase of their projects, minimizing the need for frequent status update meetings. Furthermore, the integrated inbox merges all client communication, encompassing messages and support requests, into a single manageable dashboard, thus streamlining overall client management processes. This holistic approach not only enhances productivity but also fosters stronger client relationships.
API Access
Has API
API Access
Has API
Integrations
CircleBlack
MoneyGuidePro
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
$19 per month
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
Envestnet
Founded
2008
Country
United States
Website
www.envestnet.com/ourplatform
Vendor Details
Company Name
Motion.io
Founded
2022
Country
United States
Website
motion.io
Product Features
Portal
Chat
Collaboration
Content Management
Document Management
File Sharing
Search
Product Features
Business Process Management
Access Controls / Permissions
Alerts / Notifications
Business Process Automation
Business Rules Management
Collaboration
Process Change Tracking
Process Mapping
Process Modeling & Design
Visual Workflow Management
Customer Success
Account Alerts
Account Management
Communication Management
Customer Engagement
Customer Lifecycle Management
Health Score
Onboarding
Revenue Management
Usage Tracking / Analytics
Win / Loss Analysis
Portal
Chat
Collaboration
Content Management
Document Management
File Sharing
Search