Blue Square ToolkitBlue Square Apps
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Wealth EOfficeREDVision Technologies
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Related Products
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About
A CRM is ideally suited for professionals and teams that want a simple solution that works. Unlimited everything for a per-user monthly price. No contracts. Get started with a free 14-day trial. Attract & keep great clients by implementing Pareto Systems' best practices into your business. An innovative tab navigation system that enables you to work quickly and efficiently. Track important information on your process, and your communication with clients. Important client data is secure with bank-grade encryption and geo-redundant data centers. Our knowledgeable support team is also available from 6am to 4pm Pacific Time Monday to Friday. Open up multiple tabs to view multiple Contacts, Accounts, Tasks, and your Calendar all at the same time. Click between records to find the information you need as quickly as possible. Build stronger client relationships by tracking valuable information on your client's Family, Occupational, Recreational interests, and Money.
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About
Multi assets and investments of the clients can be conveniently managed from single platform with no more efforts. Get rid of the physical documents and applications and let the technology do it on your behalf that reduces your cost of operations. Develop various reports to perform analysis of the investments from all perspectives that improves your strategy day by day. Get the alerts for matured investments, due SIPs, insurances, birthdays and anniversaries of your clients to serve better and make the relations stronger. Multiple tools and facilities are made available keeping in mind every need of advisors which are useful on routine basis. Convenient to operate the platform with its unique and attractive UI which keeps your clients engaged on the portal.
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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
Companies searching for a solution to manage and improve their operations
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Audience
Business managers interested in a powerful Investment Management solution
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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
$29 per user month
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 InformationBlue Square Apps
Canada
www.bluesquaretoolkit.com
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Company InformationREDVision Technologies
Founded: 2007
India
www.redvisiontech.com
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Categories |
Categories |
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Investment Management Features
Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Payroll & Commissions
Performance Metrics
Portfolio Management
Risk Management
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Integrations
No info available.
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Integrations
No info available.
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