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About

We provide customized solutions for Access and the entire Microsoft Office suite. We can also help you save time and money by streamlining and automating your workflow. We have decades of Access experience across multiple industries. We can help you save time and money by streamlining and automating your workflow tasks. Our team is amazing at automating processes. We've built a reputation on being able to automate complex processes down to 1 button-click. We can help you get hours of work done in seconds. If it's possible, we'll make it happen. We know data security. Our team has had security clearances and has a lot of experience with data governance at the highest levels. We'll protect your data and confidential information like its our own. In addition, we can sign NDAs (Non-Disclosure Agreements) if desired.

About

Welcome to Covercy... where banking meets investment management. Save time with our automated distribution & capital call payment processing, gain your LPs’ trust with our intuitive Investor Portal, and generate interest from capital funds held in your Covercy Wallet – all in one platform. Your investors can access their account to view portfolio info, transactions, documents & reports. Call capital in your investment currency. Investors fund them in their select currency. Slash the risk of phishing and wire-fraud with our secure platform and payments. View the positions of your investors in all assets & funds. Slice and dice as you wish. Complete all distribution payments in a click. We’ll auto debit your account. Our partner banks or payment partners will open accounts under your fund/asset names to automate processing of capital calls & distributions. Our strict anti-money-laundering tests & policies help you stay compliant. Share documents like K1s, agreements & financial stats

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

Companies looking for a CRM platform

Audience

CRE investment management solution for companies

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

$100 per hour
Free Version
Free Trial

Pricing

$100 per month
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

Automational
Founded: 2010
United States
automational.com

Company Information

Covercy
Founded: 2015
United Kingdom
www.covercy.com

Alternatives

InstaCheckin

InstaCheckin

SkySoft

Alternatives

FundPanel

FundPanel

Aduro Advisors

Categories

CRM

Categories

CRM Features

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

Banking Features

ATM Management
Compliance Tracking
Corporate Banking
Credit Card Management
Credit Union
Investment Banking
Multi-Branch
Online Banking
Private Banking
Retail Banking
Risk Management
Securities Management
Transaction Monitoring

Payment Processing Features

ACH Check Transactions
Bitcoin Compatible
Debit Card Support
Gift Card Management
Mobile Payments
Online Payments
POS Transactions
Receipt Printing
Recurring Billing
Signature Capture

Integrations

Wufoo
Zapier

Integrations

Wufoo
Zapier
Claim Automational and update features and information
Claim Automational and update features and information
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