AppHelpAppDirect
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Related Products
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About
Customers have different support needs at different stages of their digital journey. Become the trusted advisor to your customers with training solutions to help them adopt new services, or help them maximize their solutions with ongoing support. Offload your productivity support operations so you can focus on your core business for digital transformation. AppHelp offers a variety of migration, onboarding, and ongoing support solutions to help you meet and exceed requirements for both Microsoft and Google’s Cloud Partner Programs. Help your SMB customers save on on-site IT costs with a comprehensive Help Desk solution. Diagnose and troubleshoot issues from cloud applications to networking devices, computers, and more. Power the smart revolution for your business customers by offering holistic IoT solutions consisting of smart and connected devices, apps, and support. AppHelp offers remote support for security products, access control, A/V equipment, and more.
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About
Ortec Finance is a comprehensive solution designed to support advisors and clients in the advice delivery and monitoring process. It offers an integrated, holistic approach to goal-based financial advice, helping to better manage market uncertainties and minimize complexity for clients when making investment decisions. Its scalable goals-based solutions streamline the delivery of personal financial advice across an entire book of business. Its API structure enables easy integration with existing tech stacks, accommodating traditional, digital, or hybrid client interactions. By translating clients’ personal financial goals into suitable and optimal investment strategies using institutional-grade economic scenarios, it proactively monitors advice through the OPAL solution. Ortec Finance's solutions are accessible via APIs and a plug-and-play user interface, catering to advisors, wealth and asset managers, and more.
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Audience
Businesses looking for a solution to offer support for the digital services they sell directly from their marketplace
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Audience
Financial advisors and wealth managers seeking a tool to align clients' investment strategies with their personal financial goals
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Support
Phone Support
24/7 Live Support
Online
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Support
Phone Support
24/7 Live Support
Online
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API
Offers API
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API
Offers API
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
No information available.
Free Version
Free Trial
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Pricing
No information available.
Free Version
Free Trial
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Reviews/
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Reviews/
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Training
Documentation
Webinars
Live Online
In Person
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Training
Documentation
Webinars
Live Online
In Person
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Company InformationAppDirect
Founded: 2009
United States
www.appdirect.com/products/apphelp
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Company InformationOrtec Finance
Founded: 1981
The Netherlands
www.ortecfinance.com/en/solutions/goals-based-wealth-platform
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Categories |
Categories |
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Integrations
Adobe Advertising Cloud
AppDirect
AppWise
BlueSnap
Cisco Secure Cloud Analytics
ConQuest
Coveo
Deloitte Cascade Suite
G2
Google Cloud Platform
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Integrations
Adobe Advertising Cloud
AppDirect
AppWise
BlueSnap
Cisco Secure Cloud Analytics
ConQuest
Coveo
Deloitte Cascade Suite
G2
Google Cloud Platform
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