AppHelp

AppHelp

AppDirect
+
+

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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.

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.

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

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

Audience

Businesses looking for a solution to offer support for the digital services they sell directly from their marketplace

Audience

Financial advisors and wealth managers seeking a tool to align clients' investment strategies with their personal financial goals

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

Support

Phone Support Supported
24/7 Live Support Supported
Online Supported

API

Offers API Not Supported

API

Offers API Supported

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version Not Supported
Free Trial Not Supported

Pricing

No information available.
Free Version Not Supported
Free Trial Not Supported

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 Supported
Webinars Supported
Live Online Supported
In Person Supported

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Supported

Company Information

AppDirect
Founded: 2009
United States
www.appdirect.com/products/apphelp

Company Information

Ortec Finance
Founded: 1981
The Netherlands
www.ortecfinance.com/en/solutions/goals-based-wealth-platform

Alternatives

Alternatives

Octalsoft CTMS

Octalsoft CTMS

Octalsoft
Axiomatic People Counting

Axiomatic People Counting

Axiomatic Technology
Web+Center

Web+Center

Internet Software Sciences
Summit

Summit

Summit Wealth Systems

Categories

Customer Service Supported

Categories

Wealth Management Supported

Integrations

Adobe Advertising Cloud Supported
Amazon Web Services (AWS) Supported
AppDirect Supported
AppWise Supported
BlueSnap Supported
Cisco Secure Cloud Analytics Supported
ConQuest Not Supported
Coveo Supported
Deloitte Cascade Suite Not Supported
G2 Supported
Google Cloud Platform Supported
Google Workspace Supported
IBM Cloud Supported
Kount Supported
Microsoft 365 Supported
Salesforce Not Supported
Shippo Supported
WalkMe Supported
Worldpay Supported

Integrations

Adobe Advertising Cloud Not Supported
Amazon Web Services (AWS) Not Supported
AppDirect Not Supported
AppWise Not Supported
BlueSnap Not Supported
Cisco Secure Cloud Analytics Not Supported
ConQuest Supported
Coveo Not Supported
Deloitte Cascade Suite Supported
G2 Not Supported
Google Cloud Platform Not Supported
Google Workspace Not Supported
IBM Cloud Not Supported
Kount Not Supported
Microsoft 365 Not Supported
Salesforce Supported
Shippo Not Supported
WalkMe Not Supported
Worldpay Not Supported
Claim AppHelp and update features and information
Claim AppHelp and update features and information
Claim Ortec Finance and update features and information
Claim Ortec Finance and update features and information