Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
SeedRM stands out as the most user-friendly and practical CRM solution designed specifically for Institutional Investors to adeptly oversee their connections with various Investment Managers. With internet connectivity, users can conveniently access SeedRM from virtually any location around the globe! The platform takes advantage of deep expertise in Investment Manager Due Diligence Advisory, reinforced by a team with extensive backgrounds in Financial Markets. Utilizing the robust and widely recognized Salesforce.com cloud platform, an unlimited number of licensed users can seamlessly access and share vital Investment Manager details, reports, and supporting documents. Whether you are at your office workstation or using a compatible mobile device, SeedRM offers a streamlined interface that allows users to effectively nurture relationships without interfering with their daily responsibilities. Moreover, this powerful tool enhances collaboration among team members, making it easier than ever to stay organized and informed.
Description
WiSEED is a crowdfunding platform that has received approval as an Investment Services Provider (ISP) from the Prudential Control and Resolution Authority (ACPR). Our goal is to facilitate connections between the real economy and the public, while also enhancing financial literacy among individuals. With a minimum investment of €100, we aim to balance financial returns with the creation of societal value. Notably, WiSEED is the inaugural crowdfunding platform to operate as a company with a mission. We are dedicated to ensuring excellence and transparency throughout the asset selection and management processes. Our focus is on providing alternative financing solutions for unlisted companies, taking into consideration the long-term effects of our investment strategies. WiSEED plays a crucial role in the initiation and growth phases of businesses, with a particular emphasis on three interlinked sectors: energy/environment, real estate, and health. By supporting the expansion of these sectors, we strive to contribute positively to both the economy and society at large.
API Access
Has API
No
API Access
Has API
No
Integrations
Salesforce
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
Yes
iPad App
Yes
Android App
Yes
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
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
Yes
Online Support
Yes
Types of Training
Training Docs
No
Webinars
No
Live Training (Online)
Yes
In Person
Yes
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
No
In Person
Yes
Vendor Details
Company Name
Lenox Park Solutions
Founded
2009
Country
United States
Website
www.lenoxparkllc.com
Vendor Details
Company Name
WiSEED
Country
France
Website
www.wiseed.com/fr
Product Features
Financial CRM
Account Alerts
Yes
Asset Management
Yes
Expense Tracking
No
Household Tracking
No
Influence Tracking
No
Lead Management
Yes
Marketing Management
No
Relationship Tracking
Yes
Team Assignments
Yes
Territory Management
Yes