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About

Can your sales team win against world-class competition? Drive entire operation top-down rapidly, use predictive metrics to proactively resolve problems today that otherwise would impact tomorrow’s results, help managers become proactive coaches with a proactive skill development system, measurably improve performance of sales managers and sales professionals, create effective proactive sales culture. Rapidly become a proactive coach, fix problems with opportunities very early, achieve continuous pipeline balance for sales professionals and you, use predictive metrics to proactively resolve, seller problems today that otherwise would impact tomorrow’s results, measurably improve seller performance with proven skill development system. Dramatic improvements in win rates & contract size while reducing sell cycle length, end-end sales enablement, complete set of online training programs, from planning through execution.

About

The front-to-back intelligent and modular platform designed to answer to the increasing wealth management innovation demand is available on the cloud. Based on 30 years of experience and product innovation we empower you to master today’s challenges and seize tomorrow’s opportunities as we cast a vision for your future growth. Be more effective in your day-to-day tasks, better serve your clients and increase revenues with a smart client management solution. 360° view of client data, investments, assets and relationships, document store, and tracking. Enhance prospect conversion and strengthen client relationships through integrated digital capabilities. Reduce time to onboard with smart KYC capture adapting to each client type and integrated AML scoring engine. Reduce complexity and proactively manage more clients through omnichannel processes. Increase advisor productivity and enhance process efficiency.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Businesses in need of a sales performance platform

Audience

Investors and advisors searching for a solution to improve performance, manage portfolio, and ensure security and compliance

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version
Free Trial

Pricing

No information available.
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Adventace
Founded: 2001
United States
adventace.com

Company Information

Objectway
Italy
www.objectway.com/objectway-wealthtech-suite/

Alternatives

Alternatives

Scout by Miller Heiman Group

Scout by Miller Heiman Group

Miller Heiman Group
Summit

Summit

Summit Wealth Systems
Avaloq Core

Avaloq Core

Avaloq

Categories

Categories

Integrations

Conga Contracts
Salesforce

Integrations

Conga Contracts
Salesforce
Claim Adventace and update features and information
Claim Adventace and update features and information
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Claim Objectway and update features and information