Related Products
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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.
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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.
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Platforms Supported
Windows
Not Supported
Mac
Not Supported
Linux
Not Supported
Cloud
Supported
On-Premises
Not Supported
iPhone
Not Supported
iPad
Not Supported
Android
Not Supported
Chromebook
Not Supported
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Platforms Supported
Windows
Not Supported
Mac
Not Supported
Linux
Not Supported
Cloud
Supported
On-Premises
Not Supported
iPhone
Not Supported
iPad
Not Supported
Android
Not Supported
Chromebook
Not Supported
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Audience
Businesses in need of a sales performance platform
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Audience
Investors and advisors searching for a solution to improve performance, manage portfolio, and ensure security and compliance
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Support
Phone Support
Supported
24/7 Live Support
Not Supported
Online
Supported
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Support
Phone Support
Supported
24/7 Live Support
Supported
Online
Supported
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API
Offers API
Not Supported
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API
Offers API
Not Supported
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
No information available.
Free Version
Not Supported
Free Trial
Not Supported
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Pricing
No information available.
Free Version
Not Supported
Free Trial
Not Supported
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Reviews/
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Reviews/
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Training
Documentation
Not Supported
Webinars
Not Supported
Live Online
Supported
In Person
Not Supported
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Training
Documentation
Supported
Webinars
Supported
Live Online
Supported
In Person
Supported
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Company InformationAdventace
Founded: 2001
United States
adventace.com
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Company InformationObjectway
Italy
www.objectway.com/objectway-wealthtech-suite/
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Categories |
Categories |
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Integrations
Conga Contracts
Not Supported
Salesforce
Not Supported
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