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

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.

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Supported
iPad Supported
Android Supported
Chromebook Not Supported

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Supported
iPad Not Supported
Android Supported
Chromebook Not Supported

Audience

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

Audience

Retail and institutional financial services firms searching for a tool to modernize, automate, and scale personalized, compliant investment workflows

Support

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

Support

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

API

Offers API Not Supported

API

Offers API Supported

Screenshots and Videos

Screenshots and Videos

Pricing

$49 per month
Free Version Supported
Free Trial Supported

Pricing

Free
Free Version Supported
Free Trial Not 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 Supported
Live Online Supported
In Person Not Supported

Training

Documentation Supported
Webinars Not Supported
Live Online Not Supported
In Person Supported

Company Information

Teller
Founded: 2013
Netherlands
www.count3r.com

Company Information

Quantfolio
Founded: 2015
Norway
www.quantfol.io

Alternatives

Alternatives

TireConnect

TireConnect

Bridgestone

Categories

Categories

Wealth Management Supported

Appointment Scheduling Features

Appointment Reminders Supported
Automated Scheduling Supported
Calendar Sync Supported
Client Database Supported
Group Scheduling Not Supported
Mobile Access Supported
Multi-Location Supported
Online Booking Supported
Online Payments Supported
Recurring Appointments Supported
Room Booking Management Supported

Integrations

Microsoft Dynamics 365 Supported
Zapier Supported

Integrations

Microsoft Dynamics 365 Not Supported
Zapier Not Supported
Claim Count3r and update features and information
Claim Count3r and update features and information
Claim Quantfolio and update features and information
Claim Quantfolio and update features and information