BSCW Social

BSCW Social

OrbiTeam Software
PreciseFP

PreciseFP

Spectrum Input
+
+

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About

BSCW Social. Ideal coordination of all team activities. All of your projects in one location. Replace the wealth of e-mails, planning spreadsheets and whiteboards with a simple collaborative workspace for everyone. BSCW has been utilized in all industries, teams and a wide range of environments for more than 20 years, from research organizations and startups to large companies, from corporate administration and clinical studies to emergency management. What does BSCW Social offer? Modern web app optimized for desktop stations and mobile devices. Real-time communication: exchange messages and share documents. Create and join audio and video conferences. Collaboratively edit Microsoft Office or Collabora Office documents. Efficient project management thanks to modern task administration, including time planning, also as a ticket system. Quick search feature for locating frequently-used content. Shared map services and locations: address and location display.

About

Engaging your clients and capturing their information is as simple as sending an email. Once they’re done, exporting their data to your CRM or Financial Planning tool can be done with the click of a button. Each client is unique and you need the flexibility to handle any situation: from the simple, to the not-so-simple. Create your own engagement templates and customize your client’s experience as you see fit. Saving you both time and money is one of our major goals. That’s why we integrate with your most frequently-used tools and provide features to replace services you seldom use. We continue to improve upon what we have learned and we continue to learn about what we need to improve from our advisors. We are honored that PreciseFP is one of the first experiences that clients will have with their new advisor. Our latest version is easier to use, more customizable, and faster than ever before.

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

SMEs, gov't dept's, NGOs looking for a collaborative workspace software package for collaboration over the Web

Audience

Companies searching for a solution to collect client financial data

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

No information available.
Free Version
Free Trial

Pricing

$60 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

OrbiTeam Software
Founded: 1998
Germany
www.bscw.de

Company Information

Spectrum Input
Poland
precisefp.com

Alternatives

Collabora Online

Collabora Online

Collabora Productivity

Alternatives

Collabora Office

Collabora Office

Collabora Productivity
InvestWell

InvestWell

Excel Net Solutions
Social Shared

Social Shared

Social Shared Corporate

Categories

Categories

Collaboration Features

Brainstorming
Calendar Management
Chat / Messaging
Contact Management
Content Management
Document Management
Project Management
Real Time Editing
Task Management
Version Control
Video Conferencing

Forms Automation Features

Approval Process Control
Archiving & Retention
Collaboration
Document Indexing
Drag & Drop
Full Text Search
Remote Document Access
Rules-Based Workflow
Text Editing
Version Control

Integrations

Chief
FP Alpha
MoneyGuide
Motileo
SmartOffice
Wufoo
Zapier

Integrations

Chief
FP Alpha
MoneyGuide
Motileo
SmartOffice
Wufoo
Zapier
Claim BSCW Social and update features and information
Claim BSCW Social and update features and information
Claim PreciseFP and update features and information
Claim PreciseFP and update features and information