Ortec Finance
Ortec Finance is a comprehensive solution designed to support advisors and clients in the advice delivery and monitoring process. It offers an integrated, holistic approach to goal-based financial advice, helping to better manage market uncertainties and minimize complexity for clients when making investment decisions. Its scalable goals-based solutions streamline the delivery of personal financial advice across an entire book of business. Its API structure enables easy integration with existing tech stacks, accommodating traditional, digital, or hybrid client interactions. By translating clients’ personal financial goals into suitable and optimal investment strategies using institutional-grade economic scenarios, it proactively monitors advice through the OPAL solution. Ortec Finance's solutions are accessible via APIs and a plug-and-play user interface, catering to advisors, wealth and asset managers, and more.
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Pointerpro
Pointerpro (formerly Survey Anyplace) is a software platform to create your own online assessments questionnaires with auto-generated personalized reports. It helps you turn your expertise into a tool that delivers personalized advice at scale.
Discover why companies like Capgemini, Eneco, EDF, and Bare International, and expert advisors, including consultants, coaches, HR professionals, and marketers worldwide use Pointerpro to automate the delivery of personalized advice. Whether your goal is to scale your advisory business, generate leads, or simply save time through automation, Pointerpro makes it easy.
Seeing is believing. Start your 7-day free trial with all functionality enabled to experience how you can automate your advice delivery with Pointerpro.
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Pexip Engage
More than just appointment scheduling software. Pexip Engage (formerly Skedify) helps in making client-facing advisors accessible and available. By offering a frictionless scheduling & video experience to enterprises that don’t sell their products or services online, but instead guide their customers with expert advice at the critical moments in their customer journey. The first optichannel meeting platform for engaging customer conversations. For medium-sized and large enterprises in Banking & Insurance, HR & Recruitment and High-Involvement Retail that don’t sell their products or services online, but instead guide their customers with expert advice at critical moments in their customer journey. Up to 90% of customers in these industries start their buying journey online. Pexip Engage helps organizations in making their advisors accessible, available and relevant by offering frictionless scheduling & video experience to their customers and making these conversations happen.
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Qminder
Qminder is the leading Offline CRM for in-person service, an all-in-one hub for walk-ins, appointments, and queue management.
Designed for organizations that rely on face-to-face interactions, Qminder bridges the gap between digital convenience and real-world service. It provides full visibility into the customer journey, while Service Intelligence tools turn data into actionable insights—helping businesses reduce wait times, optimize workflows, and improve efficiency.
Trusted by government agencies, healthcare providers, financial institutions, universities, and major retailers, Qminder simplifies queue management, appointment scheduling, and real-time communication—ensuring seamless service and happier customers.
Get started in under a week and see results from day one. With three flexible pricing plans and zero setup costs, onboarding is quick and hassle-free. Qminder has powered 1+ billion service interactions for AT&T, Verizon, Uber, Apple, and more. Now, it’s your turn.
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