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Average Ratings 0 Ratings

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features
design
support

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Write a Review

Description

RevOptics uniquely integrates marketing and sales data through comprehensive analytics, enabling businesses to understand which marketing strategies positively influence revenue and which do not, along with actionable next steps. By highlighting immediate priorities that can yield results in the short term—be it this week, this month, or this quarter—RevOptics simplifies the decision-making process. Unlike traditional tools such as spreadsheets and pivot tables, which merely track campaign performance, RevOptics Automated Analytics delves deeper to uncover the reasons behind revenue impacts and suggests effective strategies to enhance the buyer's journey through the sales funnel. With a setup that can be completed in just hours and real-time reporting to eliminate the confusion associated with spreadsheets, RevOptics streamlines operations significantly. Additionally, its machine learning capabilities identify data issues like missing entries, anomalies, or inaccuracies, ensuring that users have reliable insights at their fingertips. This comprehensive approach empowers organizations to make informed decisions swiftly and effectively.

Description

The WAMapps platform seamlessly integrates complex data across various funds, regions, and service lines, ensuring security throughout the process. Designed specifically for asset management and wealth management firms, it highlights opportunities while they are still emerging anomalies, fostering better connectivity within your organization. As a comprehensive global data, reporting, and analytics solution, WAMapps revolutionizes the fund service experience, enhancing collaboration and consistently adding value to your daily operations. By utilizing WAMapps, you can focus on your core competencies, moving beyond mere automation and precision to achieve insights that guide your front office toward future success. This platform uncovers profound insights drawn from extensive data sets, providing a real-time perspective on all areas of the business and enabling us to be more proactive and adaptable. Ultimately, WAMapps empowers firms to navigate the complexities of the financial landscape with confidence and clarity.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

No details available.

Integrations

No details available.

Pricing Details

$50 per month
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 No 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

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

Types of Training

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

Vendor Details

Company Name

VertifyData

Founded

2016

Country

United States

Website

revoptics.io

Vendor Details

Company Name

EY

Country

United Kingdom

Website

www.ey.com/en_us/wealth-asset-management/wam-apps

Product Features

Marketing Analytics

A/B Testing No 
Campaign Management No 
Channel Attribution No 
Customer Journey Mapping No 
Dashboard No 
Performance Metrics No 
Predictive Analytics No 
ROI Tracking No 
Social Media Metrics No 
Website Analytics No 

Revenue Intelligence

Actionable Insights No 
Alerts / Notifications No 
CRM Interactions No 
Call Scoring No 
Conversation Intelligence No 
Dashboard No 
Email/Message Interactions No 
Market Intelligence No 
Phone Call Interactions No 
Pipeline Visibility No 
Sales Coaching No 
Video Call Interactions No 

Revenue Operations

AI Insights No 
Account Health Dashboard No 
Automatic CRM Updates No 
Contact / Activity Tracking No 
RevOps Automation No 
Revenue Dashboard No 
Revenue Intelligence / Reporting No 
Sales Analytics No 
Sales Forecasting No 
Third-Party Data Aggregation No 

Product Features

Financial Risk Management

Compliance Management No 
Credit Risk Management No 
For Hedge Funds No 
Liquidity Analysis No 
Loan Portfolio Management No 
Market Risk Management No 
Operational Risk Management No 
Portfolio Management No 
Portfolio Modeling No 
Risk Analytics Benchmarks No 
Stress Tests No 
Value At Risk Calculation No 

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