ClientAccessWebApplied Innovation
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Related Products
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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.
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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.
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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
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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
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Audience
Agency businesses seeking for tools to control time and expenses, automate workflow between agency and clients
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Audience
Anyone searching for an investment management platform
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Support
Phone Support
Supported
24/7 Live Support
Not Supported
Online
Supported
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Support
Phone Support
Supported
24/7 Live Support
Not Supported
Online
Supported
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API
Offers API
Not Supported
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API
Offers API
Not Supported
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
No information available.
Free Version
Not Supported
Free Trial
Not Supported
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Pricing
No information available.
Free Version
Not Supported
Free Trial
Supported
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Reviews/
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Reviews/
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Training
Documentation
Not Supported
Webinars
Not Supported
Live Online
Supported
In Person
Not Supported
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Training
Documentation
Supported
Webinars
Supported
Live Online
Supported
In Person
Not Supported
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Company InformationApplied Innovation
Founded: 2001
United States
www.appliedinnovationinc.com/clientaccessweb/
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Company InformationJuniper Square
Founded: 2014
United States
www.junipersquare.com
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Alternatives |
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Categories |
Categories |
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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
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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
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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
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