Create retirement funds in minutes
Create and customize application for clients. Generate retirement fund setups quickly. Access investment quotes. Download sales and marketing materials. Share documents securely.
Showing 441–460 of 1,000 ranked alternatives.
SS&C Technologies, Inc.
Access fund data and manage operations.
The app provides clients with online access to fund data, query and analytics tools, and real-time document access. It offers interactive charts and graphs, plus access to GoWire transactions for status viewing and signatory authorizations.
CHATHANGULAM RIYAS
Manage leads, track communications, collaborate seamlessly
Manage leads, track communications, and collaborate with team members. Log customer interactions, set reminders, and organize contacts. Integrate with email and calendar for scheduling and follow-ups. Generate reports and monitor sales pipelines.
Roofle LLC
Quote roofing projects and offer financing
Generate instant roof quotes with AI-powered measurements and instant pricing. Offer financing options directly within the . Streamline the roofing sales process by creating professional estimates and managing transactions.
FundExpert Fintech Private Limited
Invest in funds and manage portfolios
Track mutual fund investments with real-time performance updates. View portfolio details, adjust holdings, and receive market alerts. Set up recurring investments and access historical data for analysis.
Hohimer Wealth Management LLC
View portfolio, generate reports, store documents
View financial portfolio with an interactive dashboard. Generate dynamic reports with investment details. Store and share documents securely via a document vault. Access additional financial tools and features.
Next Bee Corporation
Stay updated on sales and marketing campaigns
Access corporate sales and marketing campaign details including President's Club, Club Elite, Wyndham Championship, and quarterly promotions. View updates, track campaign progress, and manage promotional activities.
Communications Workers of America
Stay updated with real-time news and events
Receive real-time updates on union news, events, and opportunities for action. View photos from events and share them with other members. Access information about jobs, wages, benefits, and retirement.
Apps are ranked by functional similarity, category fit, rating confidence, and popularity.