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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

Explore a multitude of eco-friendly investment options spanning various asset categories. You can choose to invest in areas that ignite your passion or align with your values. Macroaxis is a cutting-edge yet user-friendly platform designed for personalized wealth optimization, offering tangible benefits through enhanced returns on investment for self-directed and socially-conscious investors. Our service empowers individuals to create effective long-term portfolios that thrive in any economic climate and across diverse markets. Leveraging both time-tested and emerging fintech advancements, we provide investors with an economical digital wealth advisory solution. Join a thriving community of over 100,000 satisfied users who have collectively crafted more than 20,000,000 optimal portfolios with Macroaxis, and enjoy unlimited access to our scalable wealth optimization engine. By choosing Macroaxis, you take a significant step towards aligning your investments with your values while optimizing your financial growth.

Description

SolutionVue is an innovative platform designed for self-directed sales assessments. It effectively aligns customers' immediate and future priorities with a vast array of technologies sourced from a proprietary database featuring over 400 accredited suppliers in Telarus' principal markets. By utilizing domain-specific questionnaires, SolutionVue enhances the quality of customer interactions and streamlines the discovery process. Tailored entirely to each customer dialogue, it suggests leading supplier options, pertinent resources, cost-saving strategies, and best practices for efficient processes. This platform empowers you to engage, counsel, and build strong connections with your clients, fostering relationships that contribute to business growth. Additionally, SolutionVue generates a dynamic questionnaire that steers the discussion, ensuring that essential needs are prioritized and guiding you to ask the most relevant questions at optimal moments. As initial responses are captured, the system adapts subsequent inquiries to delve deeper into any technological deficiencies the customer may have. Ultimately, SolutionVue serves as a vital tool for enhancing customer engagement and driving successful outcomes.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Work-Relay No 

Integrations

Work-Relay Yes 

Pricing Details

No price information available.
Free Trial Yes 
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) No 
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 Yes 
Live Training (Online) No 
In Person Yes 

Vendor Details

Company Name

Macroaxis

Founded

2006

Country

United States

Website

www.macroaxis.com

Vendor Details

Company Name

Telarus

Founded

2002

Country

United States

Website

www.telarus.com/tools/solutionvue/

Product Features

Investment Management

Accounting Management No 
Benchmarking Yes 
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 Yes 
Portfolio Management No 
Risk Management Yes 

Product Features

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