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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

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 

Screenshots View All

Screenshots View All

Integrations

WhatsApp No 

Integrations

WhatsApp Yes 

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 

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