PreciseFPSpectrum Input
|
Recast Software Privilege ManagerRecast Software
|
|||||
Related Products
|
||||||
About
Engaging your clients and capturing their information is as simple as sending an email. Once they’re done, exporting their data to your CRM or Financial Planning tool can be done with the click of a button. Each client is unique and you need the flexibility to handle any situation: from the simple, to the not-so-simple. Create your own engagement templates and customize your client’s experience as you see fit. Saving you both time and money is one of our major goals. That’s why we integrate with your most frequently-used tools and provide features to replace services you seldom use. We continue to improve upon what we have learned and we continue to learn about what we need to improve from our advisors. We are honored that PreciseFP is one of the first experiences that clients will have with their new advisor. Our latest version is easier to use, more customizable, and faster than ever before.
|
About
Privilege Manager offers simple, secure, and centralized access rights management. Improved user productivity– by not having to wait for a simple task to be authorized by a service desk, users no longer need to wait and can continue to work on the task at hand. That’s just one more way our Privileged Access Management (PAM) services ultimately improve user productivity and reduce the need for a service desk. Most users will no longer need to submit a service desk ticket when they’re safely given the access they need just for the tasks they’re allowed. Faster equipment deployment-with predefined user profiles, they can be applied to machines across the enterprise. Our PAM solution reduces the burden of creating them one by one and applying each profile individually.
|
|||||
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 searching for a solution to collect client financial data
|
Audience
Companies wanting a solution that enables tighter security policies for all devices and streamlined workflows
|
|||||
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
$60 per month
Free Version
Free Trial
|
Pricing
No information available.
Free Version
Free Trial
|
|||||
Reviews/
|
Reviews/
|
|||||
Training
Documentation
Webinars
Live Online
In Person
|
Training
Documentation
Webinars
Live Online
In Person
|
|||||
Company InformationSpectrum Input
Poland
precisefp.com
|
Company InformationRecast Software
Founded: 2015
United States
www.recastsoftware.com/privilege-manager
|
|||||
Alternatives |
Alternatives |
|||||
|
|
||||||
|
|
|
|||||
|
|
||||||
|
|
||||||
Categories |
Categories |
|||||
Forms Automation Features
Approval Process Control
Archiving & Retention
Collaboration
Document Indexing
Drag & Drop
Full Text Search
Remote Document Access
Rules-Based Workflow
Text Editing
Version Control
|
||||||
Integrations
Chief
FP Alpha
MoneyGuide
Motileo
SmartOffice
Wufoo
Zapier
|
||||||
|
|
|