Attach

Attach

Cirrus Insight
COLLINE

COLLINE

VERMEG
+
+

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About

Know what happens to your sales collateral after you hit send. Manage collateral usage, track how prospects engage with it and understand which collateral helps close deals. Know who opens your documents, what pages they read and who they forward it to so you can gauge their interest. Be smarter with your time, focus on prospects in your pipeline who engage with your content and nudge the ones who don’t. Know when to reach out and what to talk about, so you can take the right action and keep your deals moving forward. Send the wrong file? Don’t worry, make changes or swap it with another one even after you’ve hit send. Password protection, set an expiry date or revoke access to make sure your documents don’t fall into the wrong hands. Attach helps you understand how your customers interact with your content so you know how to time and tailor your follow-up for maximum impact. Align your sales & marketing department with a library of approved content.

About

We deliver a true cross-product solution that provides a single enterprise-wide platform enabling consolidation of collateral processes across all asset classes, giving maximum control and visibility. Automatically calculate exposure and balance collateral needs. Provide consolidated information in user-defined dashboards. Manage end-to-end margin call workflows, notifications & reporting. Provide forward ladder inventory views. Reconcile margin call disputes. Run defined & bespoke optimization algorithms. Calculate interest and produce fully configurable client statements. Support an array of sophisticated risk and trade analytics.

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 Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Audience

Sales teams seeking a solution to manage collateral usage and track how prospects engage

Audience

Financial firms searching for a powerful Financial Risk Management solution

Support

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

Support

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

API

Offers API Not Supported

API

Offers API Not Supported

Screenshots and Videos

Screenshots and Videos

Pricing

$10 per month
Free Version Supported
Free Trial Not Supported

Pricing

N/A
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 Not Supported
Live Online Supported
In Person Not Supported

Training

Documentation Supported
Webinars Not Supported
Live Online Supported
In Person Supported

Company Information

Cirrus Insight
Founded: 2011
United States
attach.io

Company Information

VERMEG
Founded: 1993
Netherlands
www.vermeg.com/product-colline/

Alternatives

Alternatives

IVP Treasury

IVP Treasury

Indus Valley Partners
ATOM Syndications

ATOM Syndications

Financial Sciences
SpeciCred

SpeciCred

Specitec

Categories

Categories

Sales Enablement Features

Collaboration Supported
Contact Management Not Supported
Content Management Supported
Document Management Supported
Goals / Quota Management Not Supported
Lead Management Not Supported
Meeting Management Not Supported
Performance Management Not Supported
Presentation Management Supported
Proposal Management Supported
Territory Management Not Supported
Training Management Not Supported

Financial Risk Management Features

Compliance Management Not Supported
Credit Risk Management Supported
For Hedge Funds Not Supported
Liquidity Analysis Supported
Loan Portfolio Management Not Supported
Market Risk Management Supported
Operational Risk Management Not Supported
Portfolio Management Not Supported
Portfolio Modeling Not Supported
Risk Analytics Benchmarks Supported
Stress Tests Supported
Value At Risk Calculation Supported

Integrations

Wufoo Supported
Zapier Supported

Integrations

Wufoo Not Supported
Zapier Not Supported
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