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About

At Crisp, we leverage the power of the cloud to connect and analyze all of your data sources in real-time, providing you with the most meaningful insights and trends for your business. Taking your data and leveraging it with thousands of brands, distributors, and retailers is the Crisp way. We provide next-generation industry insights and trends; setting a new standard for retailer/distributor/brand collaboration. Your data is visualized in a dashboard that is easy-to-read, easy-to-share and always up-to-date. You have lots of data. But what do you do with all of it? And how can you harness it into insights you can use? Crisp gives you the data you need, with the ability to leverage it for a true competitive advantage. You can analyze and organize multiple sources of data, and then collect and transform it into unified, actionable insights for a supply chain you can rely on.

About

Use technology that incorporates your unique investment processes, philosophy, and data. Integrate your proprietary data, models, and intuitive visualizations to tell a meaningful story. Leverage the scale, efficiency, and security of cloud-based open architecture, enabling portfolio design and collaboration at scale. Jacobi can help you amplify your investment strategy in one forward-thinking, scalable, cloud-based platform. Design and analyze objectives-based portfolios within a fully integrated visual environment. Provide deeper, more meaningful analysis of the impact of decision-making across portfolios. Perform and scale bespoke, forward-looking, and historical analysis and manage portfolio risk. Dynamically engage with stakeholders, including clients. Crisp visualization features that are white-labeled and customizable. Share and permission across individuals and teams. Empower portfolio solutions and sales teams.

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

Companies in need of a data management platform

Audience

Wealth advisors and professionals seeking a solution to manage multi-asset portfolio design, analytics and client engagement

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

Crisp
Founded: 2016
United States
www.gocrisp.com

Company Information

Jacobi
United States
www.jacobistrategies.com/site/

Alternatives

TradeEdge

TradeEdge

EdgeVerve

Alternatives

iDEAL Wealth & Funds

iDEAL Wealth & Funds

Credence Analytics

Categories

Categories

Integrations

Amazon S3
Amazon Web Services (AWS)
Azure Blob Storage
DocsAI
Google Cloud BigQuery
Google Cloud Platform
Google Cloud Storage
Microsoft Azure
Microsoft Excel
Microsoft Power BI
Snowflake
Tableau

Integrations

Amazon S3
Amazon Web Services (AWS)
Azure Blob Storage
DocsAI
Google Cloud BigQuery
Google Cloud Platform
Google Cloud Storage
Microsoft Azure
Microsoft Excel
Microsoft Power BI
Snowflake
Tableau
Claim Crisp Data Platform and update features and information
Claim Crisp Data Platform and update features and information
Claim Jacobi and update features and information
Claim Jacobi and update features and information