ExtranetCoreMan Technology
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Related Products
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About
The Extranet software is a real-time Internet-based program that tracks changes second by second so you are always up to date and current. Providing quality services to your customers requires maintaining accurate, meaningful, and accessible information with regard to every facet of a project. Simultaneous, effective management of multiple projects leads a service provider to growth and to overall success. The Extranet is real-time and Internet-based. All your employees will need to access the Extranet is a Smart Phone Device or Laptop/Tablet and Internet service. You do not need an IT department to use the Extranet. We use the SaaS model to deploy it so you pay one low monthly fee. As part of your monthly fee, CoreMan Technology handles all issues as it pertains to Extranet Upgrades, Extranet access, hardware upgrades, and software deployment. As a customer, you only need to ensure you have an internet connection for your PC, laptop, tablet, or PDA.
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About
Wealth Portal is Internet-based, and it works with any browser. It is portable and it works seamlessly with all existing systems and custodial or Broker/Dealer platforms. It gives one access to all financial accounts. Clients’ no longer need to access multiple sites. An Exchange confidential document with your clients is easier than ever, with just a few clicks and securely transmits files of any size.
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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
Companies seeking a real-time Internet-based program that tracks changes
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Audience
Wealth management advisors seeking a Financial Dashboard solution
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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
No information available.
Free Version
Free Trial
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Pricing
No information available.
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 InformationCoreMan Technology
United States
www.coremantech.com
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Company InformationFusion Advisor
fusionadvisor.com
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Alternatives |
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Categories |
Categories |
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Professional Services Automation Features
Billing & Invoicing
Client Portal
Collaboration Tools
CRM
Document Management
Portfolio Management
Project Management
Proposal Generation
Quote Management
Resource Management
Time & Expense Tracking
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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
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Integrations
No info available.
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Integrations
No info available.
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