WebVisionImagineer Technology Group
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Related Products
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About
Finalytic is the latest cloud‑based end‑to‑end revenue management platform powered by Formidium, serving as your financial compass for global financial services. It delivers real‑time tracking of revenue, ARR, MRR, churn, and detailed waterfall revenue reports and schedules, enabling finance leaders to analyze trends, simplify revenue recognition, and eliminate spreadsheets. It streamlines invoicing with customizable recurring bills, scheduled batches, and branded templates, boosts revenue and saves time, and supports both traditional and digital payment gateways, including ACH, credit cards, Apple Pay, Google Pay, PayPal, and even stablecoins like USDC and USDT via an in‑house digital currency gateway . It provides payment automation that reduces DSO and gives 24/7 portal access . It offers advanced smart reports and insights to transform data into strategic decisions swiftly. The interactive, secure client portal gives customers invoice and payment visibility and data vault access.
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About
WebVision is a highly-secure, fully customizable cloud-based website content management system (CMS) and investor portal platform used by asset managers to address the demands of their clients for access to fund marketing materials, account and fund-level performance data, and other reporting requirements. WebVision is deployable as a fund or investor reporting module connected to an existing website, or as a stand-alone custom website built from the ground up by Imagineer’s in-house design services team. All investor and prospect communications can be automated through this powerful and secure online portal. WebVision can stand on its own, taking data imports from proprietary or other CRM tools, or be fully integrated with Clienteer for even higher levels of control and automation. Utilize the integrated Fiveblocks reputation management platform to analyze user activities, monitor your digital reputation, and build your brand.
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Platforms Supported
Windows
Not Supported
Mac
Not Supported
Linux
Not Supported
Cloud
Supported
On-Premises
Not Supported
iPhone
Not Supported
iPad
Not Supported
Android
Not Supported
Chromebook
Not Supported
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Platforms Supported
Windows
Not Supported
Mac
Not Supported
Linux
Not Supported
Cloud
Supported
On-Premises
Not Supported
iPhone
Not Supported
iPad
Not Supported
Android
Not Supported
Chromebook
Not Supported
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Audience
SaaS businesses looking for a solution to centralize revenue recognition, invoicing, and payment automation with real‑time analytics
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Audience
Companies searching for a solution to manage their assets and website content
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Support
Phone Support
Supported
24/7 Live Support
Not Supported
Online
Supported
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Support
Phone Support
Supported
24/7 Live Support
Not Supported
Online
Not Supported
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API
Offers API
Not Supported
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API
Offers API
Not Supported
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
$250 per month
Free Version
Not Supported
Free Trial
Not Supported
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Pricing
No information available.
Free Version
Not Supported
Free Trial
Supported
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Reviews/
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Reviews/
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Training
Documentation
Supported
Webinars
Not Supported
Live Online
Supported
In Person
Supported
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Training
Documentation
Supported
Webinars
Supported
Live Online
Supported
In Person
Supported
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Company InformationFinalytic
United States
finalytic.com
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Company InformationImagineer Technology Group
Founded: 1998
United States
www.imagineertechnology.com/WebVision-Fund-Marketing-and-Reporting
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Categories |
Categories |
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Financial Services Features
Analytics
Supported
Branch Optimization
Not Supported
Channel Management
Not Supported
Compliance Management
Supported
Customer Engagement
Supported
Performance Management
Not Supported
Risk Management
Not Supported
Content Management Features
Audio Content
Supported
Customizable Templates
Supported
Document Indexing
Not Supported
E-forms
Not Supported
Full Text Search
Not Supported
Image Editor
Not Supported
SEO Management
Supported
Text Editor
Supported
Version Control
Supported
Video Content
Supported
Website Management
Supported
Equity Management Features
Cap Table Management
Not Supported
Deal Management
Supported
Document Storage
Supported
ESOP Management
Not Supported
Financial Modeling
Not Supported
Options Management
Not Supported
Participant Portal
Supported
Portfolio Management
Not Supported
Private Equity
Supported
Public Equity
Not Supported
Valuation Management
Not Supported
Vesting Management
Not Supported
VSOP Management
Not Supported
Virtual Data Room Features
Anonymity Management
Not Supported
Audit Trail
Supported
Collaboration
Supported
Data Protection
Supported
Data Storage Management
Supported
Document Tagging
Supported
Due Diligence Management
Supported
Procurement Management
Not Supported
Project Management
Not Supported
Role-Based Permissions
Supported
Secure Preview
Supported
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Integrations
Apple Pay
Not Supported
Google Pay
Not Supported
PayPal
Not Supported
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