Count3rTeller
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Related Products
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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
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About
Quantfolio is a modular, API-driven digital investment advisory platform and robo‑advisor engine built for banks, wealth managers, and fintechs. It centralizes and streamlines client onboarding, suitability and risk assessments, automated proposal and compliant documentation generation, and investment execution. The Investment Engine core allows firms to embed their philosophy into customizable flows, while the robo‑solution lets them deploy scalable, self‑service–style advice to retail or mass‑affluent segments. Its order‑execution module ensures a seamless journey from strategy to trade, and built‑in compliance-by-design protects against regulatory risk. With ESG integration, white‑label branding, and sustainability preferences embedded across workflows, Quantfolio enables institutions to deliver personalized, efficient, and compliant investment advice at scale.
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Audience
SMEs interested in an app for their retail staff to serve customers digitally from entrance to exit
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Audience
Retail and institutional financial services firms searching for a tool to modernize, automate, and scale personalized, compliant investment workflows
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Support
Phone Support
24/7 Live Support
Online
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Support
Phone Support
24/7 Live Support
Online
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API
Offers API
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API
Offers API
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
$49 per month
Free Version
Free Trial
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Pricing
Free
Free Version
Free Trial
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Reviews/
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Reviews/
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Training
Documentation
Webinars
Live Online
In Person
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Training
Documentation
Webinars
Live Online
In Person
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Company InformationTeller
Founded: 2013
Netherlands
www.count3r.com
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Company InformationQuantfolio
Founded: 2015
Norway
www.quantfol.io
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Categories |
Categories |
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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
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Integrations
Microsoft Dynamics 365
Zapier
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