ClientAccessWeb

ClientAccessWeb

Applied Innovation
+
+

Related Products

  • InterProse ACE
    147 Ratings
    Visit Website
  • Collect!
    77 Ratings
    Visit Website
  • Polonious
    2 Ratings
    Visit Website
  • SKU Science
    16 Ratings
    Visit Website
  • Time Tracker by eBillity
    3,431 Ratings
    Visit Website
  • TraceEngine
    1 Rating
    Visit Website
  • CharityTracker
    1,426 Ratings
    Visit Website
  • Xero
    5,869 Ratings
    Visit Website
  • Creatio
    523 Ratings
    Visit Website
  • QUODD
    1 Rating
    Visit Website

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
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

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
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/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

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

InterProse ACE

InterProse ACE

InterProse
Re-Leased

Re-Leased

Re-Leased Software Company
Validate

Validate

ValidateNow.com
IMS

IMS

RealPage
Collect!

Collect!

Comtech Systems

Categories

Categories

Commercial Real Estate Features

Brand Management
Cash Flow Analysis
Critical Date Alerts
CRM
Deal Management
For Appraisers
For Brokers
For Investors
For Property Managers
Portfolio Management
Strategic Planning

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

Real Estate Transaction Management Features

Accounting
Appointment Scheduling
Commission Management
Contract Management
Critical Date Alerts
CRM
Document Templates
Electronic Signature
File Sharing
Task Management
Transaction Review

Integrations

Compudyne
Debtmaster
Docusign
Gmail
Google Analytics
Lob
Mailchimp
MaxPatrol
Microsoft Outlook
Oracle S&OP
Vectra AI
Vyzer

Integrations

Compudyne
Debtmaster
Docusign
Gmail
Google Analytics
Lob
Mailchimp
MaxPatrol
Microsoft Outlook
Oracle S&OP
Vectra AI
Vyzer
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