Alternatives to Mainstay Advisor Value Platform

Enhance the effectiveness of your go-to-market strategy by integrating customer value at every stage of the new product launch. Develop engaging Value Models that measure and illustrate the customer benefits of your offerings. Accelerate your sales momentum by utilizing digital Value Stories during the entire B2B sales process. Assess and relay the significance of your solution throughout the account management journey. LeveragePoint serves as a cloud solution that synchronizes product, pricing, marketing, and sales divisions around value by fostering collaboration on interactive, digital Value Propositions. By effectively articulating the quantified advantages of their products from the initial engagement, B2B sales teams can achieve increased profitability, enhance their success rates, and shorten the sales cycle for both new and existing offerings. Equip sales representatives with the confidence to engage customers by focusing on pertinent business challenges, demonstrating financial outcomes, and providing access to top-tier content tailored for the customer. This approach not only boosts sales performance but also fosters stronger relationships between teams and clients.

Empiraa is a strategy execution platform built specifically for professional services firms that help clients with business planning and growth. Whether you're a consultant, advisor, virtual CFO, or business service provider, Empiraa enables you to move beyond static spreadsheets and disconnected tools by delivering real-time, trackable strategy execution inside a centralized, client-facing platform. With Empiraa, you can manage multiple client accounts from one dashboard—assigning responsibilities, tracking progress, and aligning strategy with execution. Each plan is built around structured objectives, actions, and KPIs, with live data updates through integrations with tools like Xero, Google Sheets, and HubSpot. The result? Less manual follow-up, more client accountability, and a scalable framework for delivering consistent outcomes across every engagement. Empiraa’s full white-label functionality allows you to brand the platform as your own—from logos and colors to a custom domain—offering clients a seamless, professional experience that enhances your credibility and strengthens long-term retention. You can also create reusable templates, automate onboarding workflows, and streamline collaboration with internal and client teams. By embedding your expertise into a live platform, Empiraa helps transform your advisory services into a repeatable, tech-enabled offering. It’s trusted by firms across Australia, North America, and the UK to grow revenue, reduce client churn, and scale without sacrificing quality. If you're ready to productize your services and deliver smarter, more sustainable client outcomes, Empiraa is built for you.

ValueCloud® offers a robust framework and repository designed to store and analyze critical customer value information, transforming it into actionable insights and valuable assets that can be utilized by various teams within the organization, including product managers, marketers, sales personnel, value engineers, professional services, and customer success teams. Understanding customer value is essential and represents the next necessary advancement in Customer Relationship Management, as authentic relationships with customers hinge entirely on the perceived value offered. However, existing CRM systems and other business platforms lack the functionality needed for effective customer value management. We assert that any organization aiming to transition to higher value and higher margin business models must treat customer value as a crucial strategic asset, which will not only foster competitive differentiation but also enrich discussions, establish trusted advisor relationships, and ultimately drive improved business outcomes. A focus on customer value management will enable companies to navigate the complexities of modern markets more effectively.

ValueCore empowers revenue teams to showcase their product’s value through AI-enhanced, interactive ROI storytelling tools that go beyond traditional calculators. It converts your existing ROI models, discovery questions, and sales content into sleek, intuitive apps that help reps quantify pain points and demonstrate business impact with compelling visuals. This approach improves sales productivity by enabling smarter discovery and more persuasive conversations, allowing teams to win faster and protect margins. ValueCore supports marketing teams by embedding personalized value stories into inbound and outbound campaigns, boosting demand generation with relevant, data-driven content. Customer success teams also benefit by creating dynamic QBRs that highlight realized value, helping defend renewals and drive expansion. The platform offers detailed analytics to track the effectiveness of value messaging and identify areas for improvement. Trusted by sales leaders, ValueCore fosters alignment across sales, marketing, and customer success around a unified value story. Its AI-powered capabilities make it easier to scale what top reps do best and turn value selling into a sustainable advantage.

Shark Finesse is a cutting-edge platform powered by AI that streamlines and standardizes the process of creating, managing, and delivering business cases focused on customer needs throughout the sales cycle. At the heart of its functionality is the SharkSense AI engine, which facilitates value engineering by establishing connections between your solutions and customer objectives, while also leading collaborative sessions that enhance both clarity and efficiency in developing business cases. As an enterprise-ready cloud application, it features a user-friendly web interface that supports marketing, pre-sales, sales, and customer success teams in real-time across various devices, including desktop, tablet, and mobile, and it remains functional even without an internet connection, ensuring that discussions with customers emphasize measurable ROI instead of getting bogged down with spreadsheets. Moreover, the platform organizes your product catalogs, financial calculators, and industry-specific templates, includes a comprehensive library of benefit frameworks, and produces outputs that are compatible with popular software like Microsoft Office, Google Workspace, and OpenOffice, ultimately making it an indispensable tool for driving customer engagement and value realization. This holistic approach not only enhances productivity but also empowers teams to focus on what truly matters—delivering results that resonate with clients.

Cuvama is an innovative platform designed for customer value discovery and value selling, aiding B2B teams in transitioning from merely pitching products to emphasizing measurable business outcomes. It encapsulates your distinctive value proposition within a dynamic framework guided by experts, empowering every seller to conduct real-time, collaborative discovery sessions that connect specific customer challenges to quantifiable results. By utilizing interactive, customer-focused business cases, teams can collaboratively create ROI models, make on-the-fly adjustments to their assumptions, and integrate value discussions throughout the entire sales process. In contrast to traditional static guides or isolated calculators, Cuvama functions during live conversations, providing contextual prompts, automatically linking pain points to corresponding benefits, and ensuring smooth transitions to customer success teams to reinforce the value delivered. The platform is structured around five essential steps, capturing organizational knowledge, highlighting best practices, and consistently refining messaging based on the outcomes of various deals. This continuous improvement not only enhances the effectiveness of sales teams but also fosters a deeper understanding of customer needs and expectations.

Ecosystems is the leading software-as-a-service (SaaS) platform for collaborative customer value management. From sales to customer success, providers leverage Ecosystems to quantify and align with customers on the business value being delivered. Through AI-driven analytics and integrations like Salesforce, Microsoft Dynamics, Gainsight, and HubSpot, individual value conversations are transformed into a centralized cloud asset for improved decisions throughout the organization. Visit our website to learn how leading companies like Google Cloud, Palo Alto Networks, and ServiceNow use Ecosystems.

Xfactor.io GrowthAI serves as an integrated go-to-market operating system that employs advanced, interconnected growth frameworks to address unpredictable revenue performance by pinpointing, averting, alleviating, and resolving obstacles to growth. The system consists of two primary modules designed to equip sales representatives with the tools to automate value assessments, streamline proposal generation, and align discussions with quantifiable business impacts on a large scale; it also provides a centralized source of truth for precise revenue forecasts, strategic planning, and necessary corrective measures. By enhancing revenue predictability, sales effectiveness, and overall growth strategies, the platform offers continuous insights into the revenue cycle, identifies root causes of data quality problems, and utilizes predictive analytics to evaluate the feasibility of targets and risks involved. Furthermore, it employs AI-driven segmentation to establish optimal customer profiles, conducts automated simulations of planning scenarios, and enables agile resource distribution to maximize high-performance opportunities. This comprehensive approach ensures that businesses can adapt swiftly to changes in the market and maintain a competitive edge.

Our B2B SaaS platform revolutionizes the customer journey and lifecycle management by helping you pinpoint your ideal customer profiles, efficiently close deals, and propel your business growth to unprecedented heights. With our advanced tools for generating and mapping value drivers, your sales team will be equipped to focus on high-potential opportunities, significantly reducing the time it takes to finalize deals. Enhance collaboration with your vendors to achieve a thorough understanding of value realization, thereby unlocking hidden potential and cultivating more robust, profitable partnerships. Leverage our dynamic value analysis solution, specifically designed for your organization, to refine planning accuracy and provide critical insights into competition and customer/vendor comparisons, ensuring sustained growth. Our insights into customer/vendor maturity curves, along with ICP/IVP analysis and journey mapping, empower you to gain a deeper understanding of your business landscape. As we lead the way in creating a transformative approach to connect buyers with vendors, we are committed to helping you harness the full potential of your business relationships. This innovative strategy not only drives efficiencies but also creates lasting value in the marketplace.

Foster systematic growth and build trusted relationships by employing consultative sales strategies. Together with your clients, you can evaluate the present situation across multiple dimensions, collaborate toward a shared vision, and effectively illustrate the value gained over time. This approach is particularly beneficial for coaches, consultants, marketing professionals, account managers, and sales teams. A significant obstacle to gaining commitment is the lack of a clear vision regarding necessary improvements. Evalinator’s benchmarking and analytical tools help unify interested stakeholders around a shared understanding, facilitating impactful discussions. Whether you're developing your own strategic plans or collaborating with a client, it's essential to create a cooperative action plan that aligns with the desired vision. Evalinator’s goal-setting and progress tracking features not only make advancements enjoyable but also imbue them with purpose. By leveraging these tools, you can enhance accountability and ensure that everyone involved remains aligned and motivated throughout the process.

Aomni serves as an innovative AI-driven sales assistant that eliminates the burdensome manual tasks hindering the efficiency of sales teams. By automating routine sales functions such as account research, content generation, and data entry, it utilizes AI tailored to each customer’s distinct business needs. This automation empowers sales representatives to concentrate on more valuable selling activities that enhance deal closure and boost revenue growth. Specifically crafted for strategic B2B sales teams targeting enterprise and mid-market clients, Aomni equips an AI assistant with knowledge about customers' products, services, and methodologies, effectively optimizing their current workflows. This integration offers customized productivity enhancements by functioning as a digital extension of the sales team. Notable features include automated account intelligence, refined sales messaging, and the creation of bespoke marketing materials. With Aomni, sales teams can experience a significant reduction in time spent on mundane tasks, ultimately leading to improved performance and increased sales efficacy.

Symbe is an innovative platform designed for business cases that allows sales professionals focused on delivering value to swiftly craft compelling business cases through a user-friendly, enterprise-grade interface. This platform streamlines the generation of standardized, data-informed templates that address buyer requirements, highlight critical issues, and detail the potential costs of inaction to instill a sense of urgency. By ensuring that solutions are aligned with customer priorities from the outset and equipping advocates with concise, shareable cases suitable for stakeholders ranging from finance to executive leadership, Symbe enhances the efficiency of sales cycles and increases success rates while maintaining a robust pipeline. Additionally, its integrated analytics and collaboration tools promote the adoption of best practices across sales representatives, and the platform's SOC 2 Type II certification alongside GDPR adherence guarantees a secure and scalable implementation for teams operating on a global scale. Furthermore, this combination of features fosters a more strategic approach to sales, ultimately driving better business outcomes.

Ibbaka serves as a Customer Value Management platform designed to equip B2B SaaS teams with the tools needed to secure larger deals, improve customer retention, and establish pricing that accurately represents the value of their products. Central to its functionality is the Value Model Generation Agent, which harnesses AI to create and verify a custom value model derived from customer interviews, existing datasets, and synthetic benchmarks. This model collaborates with pricing agents and expert insights to become the definitive reference for testing and enhancing pricing strategies. Subsequently, Ibbaka consolidates value and pricing information into interactive dashboards and compelling “value stories” that empower sales teams to showcase measurable ROI to potential clients, while customer success teams utilize robust, results-oriented dashboards to minimize churn and elevate renewal rates. As a flexible, data-driven solution, Ibbaka guarantees that every discussion is backed by concrete evidence, each pricing decision mirrors customer value, and every renewal feels effortless. In this way, it streamlines the entire customer engagement process, fostering stronger relationships and driving sustainable growth.

Qarar is a collaborative platform powered by AI that allows teams to swiftly create CFO-ready business cases using tailored templates, established assumptions, and an interface that eliminates the need for spreadsheets. This tool automates the modeling of ROI and cost benefits, offers structured frameworks for articulating value propositions, and facilitates the real-time evaluation and comparison of various scenarios. Aimed at centralizing all workflows related to business cases, Qarar organizes assumptions, financial data, and narrative justifications to ensure uniformity across all proposals while preserving the organization’s knowledge as team members transition. It features integrated sales enablement tools that enhance the development of refined, investor-quality documents that include charts, executive summaries, and analyses tailored to stakeholders. Additionally, Qarar provides version control and portfolio management capabilities, enabling the CFO's office to efficiently track, compare, and approve multiple business cases simultaneously. With its user-friendly interface and comprehensive features, Qarar not only improves efficiency but also fosters collaboration among team members.

Value Viewpoint is an engagement platform focused on value that streamlines the process of generating business cases, crafting ROI narratives, and facilitating outreach based on benchmarks throughout the entire sales process. Sales representatives can quickly create customized, concise executive reports that address the specific challenges faced by prospects, which can enhance response rates by as much as 400% and reduce the length of sales cycles by an average of 60%. Additionally, these brief case studies can be effortlessly transformed into comprehensive collaborative value assessments alongside customers. The platform operates through a straightforward three-step process that includes data input, AI-driven ROI analysis, and the generation of executive reports, all while supporting functions such as industry research, benchmark evaluations, financial modeling, hypothesis-driven exploration, business process optimization, and the design of visually appealing reports in one cohesive interface. By harnessing six essential capabilities, Value Viewpoint not only accelerates the conversion process but also fosters trust through data-driven insights, enhances deal sizes by showcasing the costs of alternative solutions, and sets offerings apart with distinct value propositions. Ultimately, this holistic approach empowers sales teams to engage more effectively and efficiently with potential clients.

Your prospects and sales team will benefit from a guided selling journey. Each module of the Zebra platform is part of a larger strategy that guides your team to the prospects or customers where your solution offers the greatest value. Zebra Scoring is a unique method to identify potential opportunities early and throughout the sales process. Do you have a measurable prioritization process that determines which resources are needed, such as solution and demonstration specialists, access to R&D, and executive management? Are your VoC's able to quantify and organize all the ways your solution creates value. Guided selling allows reps to understand and talk about strategic deals like they have closed them. How often do you use a business case? Is it inclusive of total cost of ownership and ROI calculated based on your VOC? Create a business case together with prospects in Zebra. Buyers and sellers are guided through the creation of a mutually agreed upon business plan.

ROI-Calc is a comprehensive set of personalized online calculators for ROI and TCO, designed to facilitate sales by showcasing the quantifiable business advantages of your offerings. These calculators quickly convert user data into practical insights and customized suggestions, produce branded PDF reports and business cases featuring clear impact metrics, and encourage next steps or calls to action. Users can investigate various scenarios, store their results, and share them effortlessly through email, Zoom, or offline on any device without needing extra software. The intuitive interface navigates users through straightforward, precise questions, highlights cost reductions and efficiency improvements, and builds trust through easy-to-understand metrics displayed in your brand’s colors and logos. By presenting results in a clear and engaging manner, along with providing decision-support tools, ROI-Calc not only speeds up the sales process but also enhances lead qualification, making it easier for marketing and sales teams to illustrate ROI, engage potential clients, and ultimately close more deals. Furthermore, the platform’s user-friendly design ensures that even those without a technical background can effectively utilize the tools to maximize their business potential.

The ultimate revenue enablement solution your organization requires to connect with buyers, equip sellers, assess value, and consistently enhance performance is here. Achieve scalable and reliable revenue growth with a platform that is adaptable, intelligent, and efficient. Mediafly Revenue360 stands out as the premier revenue enablement platform utilized by teams in the market to strategize, forecast, mentor, and engage effectively. Leverage our extensive knowledge across diverse revenue-related challenges—all through the ease of a unified partner. You have the flexibility to select any individual offerings or integrate multiple solutions tailored to your success. Experience the power of our unique Energy Score, specifically designed for your needs, which evaluates and forecasts results. Gain clarity on where to focus your efforts and allocate resources, ensuring that your team is on the quickest, most reliable route to achieving consistent revenue growth while staying ahead of the competition.

Poggio equips go-to-market teams with AI-driven, tailored points of view that enable every member—human or AI—to speak in the customer’s language and lead conversations with strategic value. By automating account research and intelligence at scale, Poggio frees sales teams to focus on addressing their customers’ toughest problems. The platform ensures consistent, exec-level messaging aligned with your organization’s sales framework, preventing disjointed communications that can undermine trust and positioning. It supports value frameworks like Command of the Message and Value Pyramids, embedding your best sales assets such as case studies and battle cards into every interaction. Poggio facilitates collaboration between people and AI agents, enabling them to work from a shared perspective across pre- and post-sale stages. Trusted by leading revenue organizations, Poggio accelerates speed to revenue by helping teams act as true strategic partners. The platform also enables scalable enablement delivery and intelligence transfer across territories and teams. Overall, Poggio modernizes enterprise sales by integrating human and AI efforts into a unified, value-driven approach.

Minoa is a platform designed specifically for B2B SaaS companies, enabling them to effectively communicate their value, create optimized deals, and enhance their revenue capabilities. By facilitating closer collaboration between teams and their customers, it ensures that revenue potential is fully realized. Engage with your prospects to develop compelling value cases that resonate with their needs. This approach not only accelerates the sales process but also boosts conversion rates through efficient value discussions. With Minoa, you can help customers uncover the complete value of your offerings while easily crafting adaptable deals that receive swift approvals. The platform offers a comprehensive product catalog, serving as a reliable source for all feature-related and pricing information. Make well-informed pricing choices backed by real-time monetization analytics. Additionally, Minoa provides a modern price book that simplifies discounting guidance, empowering your sales team to make strategic decisions. Ultimately, Minoa transforms how companies approach sales by ensuring that every step is grounded in value and collaboration.

Csmart CVM is an innovative platform powered by artificial intelligence, designed to help telecom operators and businesses enhance customer lifetime value through personalized and data-driven engagement strategies. By utilizing AI and machine learning analytics, as well as generative AI, it analyzes customer behavior, anticipates their needs, and provides customized promotions, loyalty incentives, and content delivery through various channels such as WhatsApp, email, and SMS. The platform boasts several key features: - Engaging rewards and gamification strategies to improve customer retention. - Omnichannel marketing campaigns that offer personalized deals. - Behavioral intelligence that allows for effective predictive targeting. - Campaign precision achieved through insights driven by AI. - Configurable loyalty programs tailored to meet individual customer requirements. With its ability to seamlessly integrate with existing CRM and BSS systems, Csmart CVM reshapes marketing efforts into a powerful revenue-generating engine, thereby enhancing customer engagement, lowering churn rates, and fostering sustainable business growth. Furthermore, this transformation not only increases profitability but also ensures that businesses remain competitive in an ever-evolving market landscape.

Prezentor users have increased their sales dialogue and buyer engagement with high margins. Presentor users increase their sales in meetings immediately. Customers who are happier with Prezentor stay longer. Learn why marketing and sales organizations around the globe choose Prezentor to transform their sales. Individuals and teams who want to streamline and align content and have a more personal and engaging sales conversation. Use shared, central content. Personalized selling experiences that are guided with usage and buying intent insights. Fully integrated sales process with personalized, guided sales processes that take full advantage of buying and usage insights. The Prezentor's sales playbook turns all your sales documents into interactive, high-selling presentations. We also set up your content management platform so that your sales team can get to work quickly.

The ROI Shop offers an engaging and user-friendly value-selling application aimed at assisting sales teams in replacing traditional spreadsheets with dynamic calculators that effectively illustrate the concrete business benefits of their products. With a guided, sequential interface, representatives can swiftly create persuasive business cases, utilizing customizable designs and templates tailored for various industries, including B2B SaaS, sales enablement, HR/HCM, fintech, manufacturing, and healthcare. These versatile calculators tackle prevalent challenges while fostering outcome-oriented discussions that boost win rates, enhance the confidence of sellers, qualify authentic opportunities, and set them apart from their competitors. By integrating videos, emphasizing essential quotes, linking to relevant content, and incorporating discovery questions directly into presentations, sellers can effectively engage their audience and enhance the overall presentation experience. This innovative approach not only streamlines the sales process but also empowers teams to communicate their value proposition more clearly and effectively.

Enablism is an innovative SaaS platform designed for lead conversion and pre-sales enhancement, replacing outdated static spreadsheets and presentations with dynamic calculators, assessments, and solution explorers that clearly demonstrate value, resonate with buyers, and speed up deal closures. It features fully customizable growth and revenue calculators, engaging maturity assessments, and solution explorers that can be easily embedded using a single line of code, integrating perfectly with popular CRMs like HubSpot. By utilizing these advanced tools, businesses can convert a greater number of visitors into qualified leads, reduce their sales cycles by up to 40%, and experience conversion rates that are up to three times higher, all while gaining valuable insights into prospect needs and engagement behaviors. The platform's adaptability allows it to align with any brand or product, automatically qualifying and educating prospects in real time, providing actionable insights to help teams prioritize the most promising leads. Additionally, it offers expert consulting services for the development of tailored calculators and the implementation of assessments, ensuring that each client's unique needs are met effectively. This holistic approach empowers businesses to enhance their sales strategies and ultimately drive growth.

Spotlight.ai serves as a cutting-edge, autonomous platform for executing deals, effectively converting sales pipelines into self-managing revenue systems by capturing, evaluating, and moving forward with each opportunity without the necessity for human oversight. This innovative tool listens to and extracts organized information from various communication channels including calls on platforms like Zoom and Teams, emails, and entries from CRM systems; it also verifies the status of deals and assesses associated risks while performing a comprehensive MEDDICC qualification to pinpoint key stakeholders such as champions and economic buyers. The AI-driven agents within the platform create data-supported business cases, presentation decks, and actionable next steps, seamlessly integrating precise, metrics-based updates into Salesforce while conducting effortless deal reviews that feature predictive analytics and key performance indicators. By consistently mapping the interconnections between pipeline actions, deal information, and team contributions, Spotlight.ai ensures optimal data integrity, automates the progression of opportunities through various stages, and identifies significant gaps that sales representatives need to address, ultimately enhancing overall efficiency and effectiveness in the sales process. This level of automation not only streamlines workflows but also empowers teams to focus on strategic decision-making and relationship-building, driving greater success in closing deals.

Enhance your healthcare professional (HCP) engagements and streamline your commercial processes using a comprehensive Super App designed for edetailing and closed-loop marketing, covering everything from content distribution and sample management to compliant, multi-channel communication. By closing the feedback loop in both marketing and sales efforts, you can significantly boost operational effectiveness. This all-encompassing solution empowers you to implement your strategic initiatives. Improve your interactions with HCPs and foster deeper customer connections through customized, targeted content. With cutting-edge technology available at your fingertips—whether you’re at home, in the office, or on the move—you can seamlessly integrate your commercial operations. Pitcher provides various pathways and functionalities, specifically tailored to meet the unique needs and demands of commercial representatives, medical science liaisons (MSLs), or key account managers (KAMs), ensuring that each role is supported effectively. The flexibility offered by this Super App positions you to adapt and thrive in an ever-evolving market landscape.

Mainstay is a intuitive, end-to-end PMS software system that was specifically created for the hotel market. Each hotel can choose the modules that best suit their needs and establishment. Mainstay has a reputation for being a reliable and flexible software provider that is affordable. Mainstay provides all the essential features for busy hospitality environments, including enquiries, reservations, billing and conference management. It can also be configured to suit each hotel's needs for ease of use. Mainstay is simple to use, making it easy to train new staff and saving you time and money. Check out our testimonials to read what our customers have to say.

Fluint is an innovative platform powered by AI that accelerates deal-making by eliminating mid-funnel delays through the creation of customized, account-specific documents—such as business cases, executive summaries, mutual action plans, post-demo emails, and MEDDICC notes—in less than a minute, all articulated in the preferred language of each client. It features a collection of effective frameworks or allows for the upload of custom content, seamlessly integrating call transcripts, meeting notes, and CRM information to produce rich, contextual documents while automatically identifying gaps in discovery. The platform updates living documents with fresh insights and offers a shared deal room for champions through branded workspaces, promoting collaboration. Sellers can engage multiple stakeholders, preserve institutional knowledge, and enhance their messaging with features like redlining and version control, while revenue operations and leadership teams benefit from real-time insights into the health of deals and consistency in execution. Trusted by over 500 organizations and recognized for contributing more than $250 million in closed-won revenue, Fluint boasts a simple integration process that avoids extensive setup requirements. This effectiveness in streamlining processes makes it a preferred tool for sales teams looking to optimize their performance.

Ontraport is an integrated platform that provides essential business features such as a powerful CRM system and marketing automation, membership websites, one-click WordPress hosting and outstanding email delivery. Payment processing can also be provided. Affiliate management, visual charts and graphs can also be used to track key business stats and our innovative business automation suite.

Seeds is an innovative investment management platform designed specifically for registered investment advisors (RIAs) that prioritizes a human-centered approach. It empowers advisors to gain a comprehensive understanding of their clients' objectives, values, and risk tolerance through an organized onboarding process and advanced risk evaluation tools. With Seeds, advisors can efficiently create and assess tailored, values-driven portfolios, produce polished proposals, execute strategies, and share insightful analyses, all within a cohesive digital framework. The platform enhances operational efficiency by simplifying client onboarding, automating portfolio management, and relieving advisors of tedious tasks, allowing them to dedicate more time to meaningful interactions with clients. Established by seasoned financial advisors, Seeds is transforming the landscape of wealth management by integrating powerful investment capabilities with seamless workflows and a client-focused, empathetic approach. This ensures that advisors can truly align their services with the unique needs of each client they serve.

We regularly update the databases we offer for our software solutions on a quarterly, monthly, and weekly schedule. To view the latest databases compatible with StyleADVISOR and AllocationADVISOR, please refer to our list. No matter if you are a financial advisor, an analyst, or a product provider, Zephyr serves as an essential tool for enhancing client retention and driving asset growth. With its strong investment analysis features, tailored portfolio analytics instruments, and engaging visuals, Zephyr aids in refining your strategies and demonstrating your expertise. You can deliver your clients a thorough yet easily understandable proposal that highlights your added value by comparing their existing portfolio with your suggested portfolio. Utilize powerful sorting, filtering, and statistical tools to sift through thousands of investment portfolio products. Construct portfolios using traditional mean-variance optimization techniques or leverage our advanced Black-Litterman optimization module to fine-tune your investment strategies even further. This comprehensive approach ensures that you meet your clients' needs while maximizing their investment potential.

An Integrated Sales Enablement and Acceleration Platform for all your Sales Channels. Improve sales productivity and performance with digital automation.

Lumiant is a platform dedicated to empowering individuals and their families to confidently pursue their best lives through enhanced advice and client engagement. By focusing on the immeasurable value of personalized advice, it enables clients to recognize the positive effects of financial guidance on their lives. This innovative platform serves as a customer experience hub that allows advisors to engage families around their core values and financial aspirations, ultimately aiding them in making informed decisions. Designed to strengthen client relationships, Lumiant helps advisors articulate their distinct value while providing tailored financial advice that aligns with each client's needs. With a structured, impactful, and repeatable advice process, financial professionals can efficiently expand their businesses, boost referrals, and increase revenue while nurturing connections that span generations. Moreover, it offers a cost-effective solution that not only enhances client retention but also drives growth and fosters lasting relationships. Ultimately, Lumiant is transforming the landscape of financial advice, making it more accessible and impactful for all families involved.

The future of life insurance distribution is being shaped by a hybrid approach that combines the efforts of advisors, consumers, or both. The ideal digital solution is one that effectively addresses your specific business goals. Breathe Life Platform's modularity and adaptability are designed to meet these requirements precisely. Our offering allows insurers to utilize the platform in full or select specific components as needed. The Hybrid Distribution platform from Breathe Life empowers advisors with a cohesive and adaptable selling experience, provides carriers with robust data analytics capabilities, and enhances the consumer experience, fostering trust and loyalty over time. By utilizing our cutting-edge eApp alongside a suite of cloud-based tools, you can efficiently manage leads, customer relationships, and life insurance applications, whether through advisor-led methods, self-service options, or a blend of both. Breathe Life was founded by a dynamic team who recognize the significance of life insurance and are committed to improving the distribution process. With a focus on innovation, we strive to elevate the standards of life insurance distribution to better serve all parties involved.

VeriBranch is VeriPark's Branch Automation solution. It provides a unified frontend to empower branch staff and enable them to become universal bankers, while also supporting contactless customer journeys within digital branches. VeriBranch provides banks with the tools they need to transform their branches into high-value centers of sales, while leveraging technology to empower employees and deliver customer satisfaction. The solution allows bank employees to work with technology, and have the information they need to complete transactions at their fingertips. VeriBranch integrates directly with back-office systems to streamline business processes. It provides branch staff the necessary tools and infrastructure for remote working. Bank tellers are able to perform efficient transactions such as account opening, loan origination and transfers using a single interface. Relationship Managers and advisors are able to engage with customers and provide personalized services for financial planning, whether in the branch or remotely.

Streamline your sales workflows and enhance your conversion rates from leads to clients by utilizing a sales and marketing automation platform tailored exclusively for financial advisors. This innovative solution will help you maximize efficiency and effectiveness in your outreach efforts.

With car buyers increasingly turning to online platforms, most customers are establishing their initial impressions of dealerships through digital channels rather than visiting physical showrooms. RAPID RTC provides an all-encompassing digital communication platform (including Lead Manager, Live Dealer, Chat, Text, and Social) that consolidates various consumer-initiated digital interactions, seamlessly linking these online shoppers to sales advisors in real-time and ensuring an exceptional omni-channel customer experience throughout their online purchasing journey. Our solutions are designed with user-friendliness in mind, requiring no downloads, specialized software, or hardware, making them compatible across all devices and platforms. Although our technology is tailored to deliver value to our clients, we prioritize the needs of our clients' customers, which sets us apart in today’s competitive market. Our dedicated support teams are available to address your needs, including Dealer Care, Training, and a 24/7/365 Concierge Team, ensuring that assistance is always just a call away. This commitment to service excellence reflects our understanding that a positive customer experience is essential for success.

Zaion streamlines the handling of large call volumes while supporting advisors on a daily basis. Explore the capabilities of callbots, voicebots, chatbots, and messagingbots, which enable the execution of more complex tasks, ensure greater customer accessibility, and promote a versatile, cross-functional approach that leads to enhanced employee satisfaction and reduced turnover. Utilizing voice-signal analysis, these technologies can discern tone, emotional cues, and even gender. They are designed with a strong focus on security, data protection, and compliance with GDPR regulations. The Botcenter®, with its user-friendly interface, serves as a comprehensive tool for overseeing and managing activities, transforming real-time conversation analysis. The callbot functions as an intelligent software solution that comprehends customer intentions through natural language and delivers contextually accurate responses. Over time, through machine learning advancements, these bots enhance their intelligence and efficiency. With industry-specific models, they boast some of the most sophisticated cognitive capabilities available, facilitating the automation of a wide array of use cases while continuously evolving to meet the demands of different sectors. This ongoing development not only maximizes operational efficiency but also enriches the overall customer experience.

Having access to real-time data regarding account status, inventory levels, sales patterns, and various other metrics empowers team members to enhance the value they provide in every interaction with customers. Designed with mobile accessibility in mind, SalesProGo equips your team with the essential resources to transform into reliable business partners for all commercial accounts. Team members can check product availability, including batteries and consignment items, review account-specific pricing, place orders instantly while in the field, and share up-to-date promotional materials and resources aimed at boosting sales and profitability. Additionally, it allows for the swift documentation and resolution of any issues that may affect sales and customer satisfaction. It is crucial to ensure that every team member, including those in the warehouse and delivery teams, understands and caters to the distinct needs of each account. Epicor SalesProGo encompasses a comprehensive suite of productivity tools that assist sales professionals and managers in more effectively organizing and executing their daily sales and administrative tasks, ultimately leading to improved overall performance and customer relations. With these capabilities, teams can work more collaboratively and efficiently, driving greater success in their sales endeavors.

Build trust with clients, have conversations, educate clients, entertain clients, and grow your practice. AdvisorStream is a digital marketing platform for financial advisors that turns clicks into conversations. AdvisorStream is the most highly rated platform for advisor marketing. AdvisorStream is a favorite among financial professionals. Automate your job. Automate your marketing with powerful automation tools that automate everything, from content creation to distributing newsletters to posting social media. Weekly newsletters ensure that clients are in regular contact. Personal communications keep clients informed and engaged. Relevant multimedia content can be auto-posted to your social media. Keep your blog or website updated with current news content. You have complete control over the automation level. You can measure the return on investment and discover new opportunities to increase your share of the wallet.

Advizia, developed by MCS, stands as the premier Guided Selling and Product Information platform tailored for manufacturers and channel partners dealing with intricate or feature-rich products. It operates as if you have your most seasoned salesperson ready to assist customers anytime and anywhere. The platform boasts several verified advantages, including heightened revenue due to the empowerment of customers in making informed purchasing choices, enhanced customer satisfaction stemming from the swift performance of the Advizia product advisor along with its product comparison features, and efficient administration tools that conserve time and reduce costs associated with managing internal product catalogs, training staff, and creating marketing literature in PDF format. Discover the customer-centric advantages of Advizia or reach out to us to schedule a comprehensive demonstration with a sales advisor. Additionally, Advizia serves as an on-demand application designed to efficiently manage and convey product information while guiding customers towards the ideal products tailored to their needs. With its intuitive interface, Advizia simplifies the buying process, ensuring that customers receive the best possible recommendations.

Envestnet MoneyGuide focuses on streamlining financial planning that is centered around achieving specific goals, making it accessible for everyone. Our user-friendly financial planning resources empower advisors of various sizes to tailor their services according to the distinct requirements of each client. With a client-centric design, MoneyGuidePro® delivers advanced solutions and intelligent assumptions to assist advisors in managing the intricate financial factors affecting their clients' lives. Additionally, MoneyGuideElite℠ serves as an interactive planning platform that allows advisors to visually represent aspects such as income distribution, tax strategies, lifetime protection plans, and the pros and cons of annuities. To facilitate effective communication and information gathering, we provide an array of resources including questionnaires, brochures, and videos. Furthermore, our marketing storefront allows you to personalize printed materials with your own contact details and branding, enhancing your professional image. This comprehensive approach ensures that advisors are well-equipped to support their clients' financial journeys.

Comprehensive solutions are available for those seeking assistance with student loans, allowing users to efficiently organize their loans while accessing the latest information. Users can discover and apply various money-saving strategies tailored to their needs. This curated platform offers a range of free services alongside preferred rates from professional advisors. The program can be initiated within minutes, ensuring secure access to real-time reporting features. Additionally, there are reliable templates designed to help announce the program and highlight its benefits to employees effectively. A dedicated customer success manager will provide support to your HR team in areas such as program administration, communication strategies, and plan design. Employees will also have the ability to monitor their contributions via a user-friendly dashboard, while being able to explore detailed repayment scenarios. Support is readily available through email and phone, both during and after the enrollment process. You can customize your plan using valuable market insights, and the assigned Customer Success Manager will be there to assist every step of the way. The templates provided not only streamline the announcement process but also enhance engagement with employees. Furthermore, on-demand reporting will allow you to measure and quantify the program's impact effectively, ensuring continued growth and improvement in loan management and financial education for all participants.

Summize drives smarter and simpler contract workflows, uniting business and legal users. Summize painlessly integrates with familiar tools such as Microsoft Teams, Slack, Salesforce, Jira and Microsoft Word for a smooth user experience. At its core, the Summize Contract Analysis Engine combines human experience and AI-powered technology to digitalise legal procedures, instantly producing concise summaries with actionable tasks. Accelerate and simplify the whole contract lifecycle, without replacing your existing ways of working. It’s CLM with a difference.

Experian offers businesses access to a robust portfolio of consumer-focused services aimed at enhancing engagement and boosting customer loyalty. With features like credit monitoring, financial management tools, identity restoration, and privacy solutions, Experian enables businesses to empower their customers with the tools needed to protect and improve their financial health. Whether through APIs, white-label solutions, or branded offerings, Experian's solutions are designed to fit seamlessly into your existing platforms. Experian’s Partner Solutions allow you to build targeted, high-demand services such as identity protection and credit education, driving consumer satisfaction and increasing retention. These solutions also come with flexible delivery options, ensuring quick integration and improved time-to-market.