Related Products
|
||||||
About
With BrightScope, asset managers transform the way they see, understand, and leverage their data to drive more targeted and effective distribution efforts. Experience the benefits of a single, integrated solution across DCIO, retail, and RIA channels and watch sales efforts skyrocket. Shorten sales cycles with up-to-date insights into what products an advisor is using today, how utilization is changing over time, and where new opportunities exist for your products. See the most relevant and actionable data specific to you and your team. Quickly understand assets, flows, and market share by territory, product, platform, advisor, and more. Through the advanced integration of data from internal sources, third-party sales files, and market intelligence across all major distribution channels, BrightScope's comprehensive solutions help asset managers distribute products more effectively. Make faster, data-driven decisions armed with up-to-date, comprehensive, and actionable insights.
|
About
ELLA is a digital workbench built for trusted advisors who help small business owners navigate exit planning, guiding them from intake to insight in a fraction of the time. Designed specifically for advisor-led transitions, ELLA brings structure, clarity, and collaboration to what is often a chaotic advisory process. It centralizes Fact Finding in a collaborative discovery space where advisors can invite the entire team to capture notes, documents, and structured questions using customizable templates tailored to industry or client needs. Its Sensemaking engine transforms collected data into secure, private, context-aware insights, shortening the path from raw information to actionable strategy. Advisors can then create connected Deliverables that seamlessly incorporate discovery and insights, making it easy to present valuation narratives, growth opportunities, and strategic plans.
|
|||||
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
Retirement market-focused asset managers seeking a solution offering retirement plan options and distribution data to retain clients
|
Audience
Exit planning advisors wanting a structured, collaborative platform to guide small business owners through valuation and transition planning
|
|||||
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
No information available.
Free Version
Free Trial
|
|||||
Reviews/
|
Reviews/
|
|||||
Training
Documentation
Webinars
Live Online
In Person
|
Training
Documentation
Webinars
Live Online
In Person
|
|||||
Company InformationBrightScope
Founded: 2008
United States
www.brightscope.com
|
Company InformationELLA
United States
exitwithella.io
|
|||||
Alternatives |
Alternatives |
|||||
|
|
||||||
|
|
|
|||||
|
|
||||||
Categories |
Categories |
|||||
Integrations
No info available.
|
Integrations
No info available.
|
|||||
|
|
|