Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
Social Security Timing® Software is designed to assist you in refining your clients' strategies for claiming Social Security, thereby enhancing their overall retirement wealth. Navigate the intricacies of Social Security with ease. By utilizing Social Security Timing, you can determine the precise month and year when your clients should make their claims, as well as the specific amount they will receive upon passing the earnings test, potentially boosting their retirement income by as much as $100,000. The software includes a pivotal feature, What’s at Stake, which highlights the critical differences between merely good and optimal decisions regarding Social Security access. Additionally, the Break-even Chart allows you to analyze which strategy yields the best results across various life expectancy scenarios. Furthermore, the software can automatically generate the four most frequently encountered alternatives tailored for married couples, making it easier for you to present comprehensive options to your clients. Overall, this tool empowers financial advisors to make informed decisions that significantly impact their clients' financial futures.
Description
SocialEpoch CRM integration software is the best for WhatsApp business. This software allows you to manage customer WhatsApp chats, sales, support, and marketing. The most powerful and user-friendly WhatsApp Lead Generation, Marketing, and Community Management software.
SocialEpoch is a brand of Moppomobi Group. This company specializes in providing top-quality social marketing solutions. SocialEpoch employs more than 300 people and has extensive experience in the field of operating technology. They serve a wide range of clients, including gaming apps, retail businesses, Fin-tech companies and e-commerce platforms.
SocialEpoch's goal is to provide clients with more extensive lead generation strategies through the use of the most recent private social marketing technologies. We are looking forward to working with clients around the world who share a common vision and achieving a win-win scenario.
API Access
Has API
No
API Access
Has API
No
Integrations
WhatsApp
No
Pricing Details
$49.99 per user per month
Free Trial
Yes
Free Version
No
Pricing Details
No price information available.
Free Trial
Yes
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
Yes
Windows
Yes
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
Yes
Online Support
Yes
Customer Support
Business Hours
No
Live Rep (24/7)
Yes
Online Support
No
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
Yes
Vendor Details
Company Name
Covisum
Founded
2016
Country
United States
Website
www.covisum.com
Vendor Details
Company Name
SocialEpoch
Country
China
Website
www.wascrm.com
Product Features
Investment Management
Accounting Management
No
Benchmarking
No
Bonds / Stocks
No
Client Management
No
Commodities
No
Compliance Reporting
No
Data Import / Export
No
For Investment Advisors
Yes
For Investors & Traders
No
Fund Management
No
Modeling & Simulation
Yes
Payroll & Commissions
No
Performance Metrics
No
Portfolio Management
No
Risk Management
Yes
Product Features
Social CRM
Calendar/Reminder System
No
Customer Support
No
Email Marketing
No
Lead Capture
No
Lead Nurturing
No
Live Chat
No
Marketing Automation Integration
No
Multi-Channel Social Integration
No
Social Media Monitoring
No
Task Management
No
WhatsApp Marketing
API
No
Alerts
No
Autoresponder
No
Bulk Messaging
No
Campaign Management
No
Contact Management
No
Multi-Language Support
No
Reporting / Analytics
No