Showing 261–280 of 1,000 ranked alternatives.
Plum Flower Software LLC
Create and deliver documents
Create and deliver documents to your team. Organize files into folders. Share documents via email or link. Set access permissions and track document activity. Edit and annotate files directly within the .
Windsor Wealth Management, Inc.
Check balances and contact your team
Check account balances and transaction history. View portfolio performance and asset allocation. Send secure messages to management team. Request account updates or document downloads. Set up account alerts and notifications.
Joseph Coleman
Receive requests, assign tasks, track progress
Manages incoming service requests, automatically assigns them to team members, and provides an overview of team progress. Users can track request status, assign tasks, and monitor operational metrics in real time.
Divvi Wealth Management, LLC
View account details, collaborate, stay connected
View account details, access portfolio information, and track financial goals. Communicate with financial advisors, receive updates on investments, and review performance reports. Set reminders for financial milestones and adjust investment settings.
PB&J Technologies, LLC
Accept rides, view trips, get directions
Drivers accept or decline ride requests. View accepted rides and receive directions to member locations. Manage ride status and track ongoing trips.
Verint Systems Ltd.
Manage schedules and time off requests
View employee schedules and time off requests remotely. Approve or deny time off. Adjust schedules and manage shifts. Access real-time data and notifications. Sync with Workforce Optimization system.
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