Count3r

Count3r

Teller
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About

Connect customers' online journeys to personal advice. Improve face-to-face, phone-, video- and chat advice with our platform. Connect journeys - from your website to personal advice. Use our simple JavaScript plug-in on your brand's website to anonomously track your visitors' journeys. The plug-in automatically connects these journeys to a personal advice conversation, either on location or by telephone. Insights from the online journeys are presented to your advisors via a customized app. Save advisors' time. Modern shopping is fueled by the internet, yet many sales associates are still disconnected. Count3r assists employees with vital product, sales, and store information on a tablet. Let your sales force become trusted shopping guides again, while selling up to 20% more. We enable advisors to sell more confidently to every customer, on every department, and more profitably. Boost conversion with exceptional customer experiences. Count3r blends the best of online shopping

About

Holistiplan is an award-winning financial planning platform that automates tax analysis and scenario planning for financial professionals. Using advanced OCR technology, it scans and interprets client tax returns in seconds, turning complex data into clear, actionable insights. Advisors can model tax scenarios, identify savings opportunities, and recommend strategies such as Roth conversions, charitable giving, or tax-efficient withdrawals. Beyond tax planning, Holistiplan also supports insurance and upcoming estate planning modules, making it a complete wealth management companion. Designed by CFP® professionals, the software helps advisors scale personalized advice while saving time and improving accuracy. Trusted by over 30,000 users, Holistiplan empowers professionals to deliver deeper financial value and stronger client relationships.

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

SMEs interested in an app for their retail staff to serve customers digitally from entrance to exit

Audience

Financial advisors, CPAs, and wealth managers seeking an automated, intelligent platform to streamline tax analysis, expand planning capabilities, and deliver deeper client value

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

$49 per month
Free Version
Free Trial

Pricing

$449 per year
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

Teller
Founded: 2013
Netherlands
www.count3r.com

Company Information

Holistiplan
Founded: 2019
United States
www.holistiplan.com

Alternatives

Alternatives

TireConnect

TireConnect

Bridgestone
NaviPlan

NaviPlan

Advicent

Categories

Categories

Appointment Scheduling Features

Appointment Reminders
Automated Scheduling
Calendar Sync
Client Database
Group Scheduling
Mobile Access
Multi-Location
Online Booking
Online Payments
Recurring Appointments
Room Booking Management

Integrations

Microsoft Dynamics 365
Moneytree
Zapier

Integrations

Microsoft Dynamics 365
Moneytree
Zapier
Claim Count3r and update features and information
Claim Count3r and update features and information
Claim Holistiplan and update features and information
Claim Holistiplan and update features and information