ClientAccessWeb

ClientAccessWeb

Applied Innovation
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About

ClientAccessWeb, Applied Innovation’s flagship software solution gives your agency the tools to control time and expenses. Streamline your business by automating workflow between agency and clients. Hosted in our private cloud, communicate with your clients via secure messaging, receive new account placements with customizable templates or bulk upload. Provide your clients with interactive account inquiry screens and on-demand reporting tools. Allow your clients to manage themselves. Default and custom reporting options available. Create custom reports specific to your clients’ needs that they can run on-demand. Data rich reports can be converted to statistical reporting instantly. Drill down on a statistic to access that specific data. Reporting is fast and flexible, easier and faster than pulling data from your collection software. Whatever your client requirements, you or they can create and save a report for later use. Save your time. Save your clients time.

About

Raise more and close faster with integrated data rooms, lead management, online subscriptions, and a CRM designed specifically for private fundraising. Say goodbye to spreadsheets for good with powerful yet easy-to-use tools to calculate returns, manage waterfalls, and automate investor workflows. Provide your clients best-in-class reporting and on-demand access to their investments via the industry’s leading investor portal. Streamline your fundraising efforts and close faster with online subscriptions and customizable data rooms. Effortlessly produce and securely deliver personalized notices, statements, and industry standard reports. Easily manage partnership accounting, automate distribution calculations and payments tracking status in one central dashboard.

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

Audience

Agency businesses seeking for tools to control time and expenses, automate workflow between agency and clients

Audience

Anyone searching for an investment management platform

Support

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

Support

Phone Support 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

No information available.
Free Version Not Supported
Free Trial Not Supported

Pricing

No information available.
Free Version Not Supported
Free Trial 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 Not Supported
Webinars Not Supported
Live Online Supported
In Person Not Supported

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Not Supported

Company Information

Applied Innovation
Founded: 2001
United States
www.appliedinnovationinc.com/clientaccessweb/

Company Information

Juniper Square
Founded: 2014
United States
www.junipersquare.com

Alternatives

P.A.C.S.

P.A.C.S.

Porcupine Computer Systems

Alternatives

Bloodhound

Bloodhound

ROYDAN Enterprises
Re-Leased

Re-Leased

Re-Leased Software Company
InterProse ACE

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InterProse
IMS

IMS

RealPage

Categories

Debt Collection Supported

Categories

Commercial Real Estate Features

Brand Management Not Supported
Cash Flow Analysis Not Supported
Critical Date Alerts Supported
CRM Supported
Deal Management Not Supported
For Appraisers Not Supported
For Brokers Not Supported
For Investors Supported
For Property Managers Not Supported
Portfolio Management Supported
Strategic Planning Not Supported

Investment Management Features

Accounting Management Supported
Benchmarking Not Supported
Bonds / Stocks Not Supported
Client Management Supported
Commodities Not Supported
Compliance Reporting Supported
Data Import / Export Not Supported
For Investment Advisors Not Supported
For Investors & Traders Not Supported
Fund Management Supported
Modeling & Simulation Not Supported
Payroll & Commissions Not Supported
Performance Metrics Supported
Portfolio Management Not Supported
Risk Management Supported

Real Estate Transaction Management Features

Accounting Supported
Appointment Scheduling Not Supported
Commission Management Not Supported
Contract Management Not Supported
Critical Date Alerts Supported
CRM Supported
Document Templates Supported
Electronic Signature Supported
File Sharing Supported
Task Management Supported
Transaction Review Supported

Integrations

Compudyne Not Supported
Debtmaster Supported
Docusign Not Supported
Gmail Not Supported
Google Analytics Not Supported
Lob Not Supported
Mailchimp Not Supported
MaxPatrol Not Supported
Microsoft Outlook Not Supported
Oracle S&OP Not Supported
Vectra AI Not Supported
Vyzer Not Supported

Integrations

Compudyne Supported
Debtmaster Not Supported
Docusign Supported
Gmail Supported
Google Analytics Supported
Lob Supported
Mailchimp Supported
MaxPatrol Supported
Microsoft Outlook Supported
Oracle S&OP Supported
Vectra AI Supported
Vyzer Supported
Claim ClientAccessWeb and update features and information
Claim ClientAccessWeb and update features and information
Claim Juniper Square and update features and information
Claim Juniper Square and update features and information