WebVision

WebVision

Imagineer Technology Group
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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.

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.

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

SaaS businesses looking for a solution to centralize revenue recognition, invoicing, and payment automation with real‑time analytics

Audience

Companies searching for a solution to manage their assets and website content

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

$250 per month
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:

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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

Finalytic
United States
finalytic.com

Company Information

Imagineer Technology Group
Founded: 1998
United States
www.imagineertechnology.com/WebVision-Fund-Marketing-and-Reporting

Alternatives

Alternatives

KoreInside

KoreInside

Kore Inc
Utterbond

Utterbond

WebContrive Technologies Pvt Ltd

Categories

Categories

Financial Services Features

Analytics
Branch Optimization
Channel Management
Compliance Management
Customer Engagement
Performance Management
Risk Management

Content Management Features

Audio Content
Customizable Templates
Document Indexing
E-forms
Full Text Search
Image Editor
SEO Management
Text Editor
Version Control
Video Content
Website Management

Equity Management Features

Cap Table Management
Deal Management
Document Storage
ESOP Management
Financial Modeling
Options Management
Participant Portal
Portfolio Management
Private Equity
Public Equity
Valuation Management
Vesting Management
VSOP Management

Virtual Data Room Features

Anonymity Management
Audit Trail
Collaboration
Data Protection
Data Storage Management
Document Tagging
Due Diligence Management
Procurement Management
Project Management
Role-Based Permissions
Secure Preview

Integrations

Apple Pay
Google Pay
PayPal

Integrations

Apple Pay
Google Pay
PayPal
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Claim Finalytic and update features and information
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