Alternatives to PreciseFP
Compare PreciseFP alternatives for your business or organization using the curated list below. SourceForge ranks the best alternatives to PreciseFP in 2026. Compare features, ratings, user reviews, pricing, and more from PreciseFP competitors and alternatives in order to make an informed decision for your business.
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1
Corvee Tax Planning
Corvee
Corvee provides tax, accounting and financial advising firms with the ability to make smarter tax decisions for their clients while growing and optimizing their firm. The company’s flagship product, Corvee Tax Planning software, quickly and efficiently provides firms a sophisticated but simple tool to formulate a tax savings calculation, develop a proactive and strategic tax plan and streamline client collaboration. Corvee has been the recipient of numerous honors this year, including being named one of Accounting Today's Top New Products of 2021; being chosen as a Finalist in the 2021 CPA Practice Advisor's Technology Innovation Awards; and, most recently, making it onto the 2021 Inc. 5000 list of the fastest growing companies in America. -
2
Portal
Portal
The modern client portal for innovative businesses. Let clients login on your own website to share files, sign docs, make payments, send messages, and more. One app for everything required to run a virtual business including billing, file sharing & eSignatures, messaging, intake forms, and a knowledge base. Portal lets you define precisely what your clients see. You can host Portal on your own domain and make every pixel look on-brand. Connect an existing marketing website or use our website builder to create a page optimized for professional services. Add the secure file-sharing and eSignatures module to your client portal. Replaces Google Drive, Dropbox, ShareFile, and DocuSign. Add the billing module to your portal. Give clients a branded payment experience. Replaces Bill.com and FreshBooks. Add the intake forms module to your client portal. Streamline the client intake process. Replaces Formstack and Microsoft Forms.Starting Price: $69 per month -
3
MyPlanMap
MyPlanMap
We stand for being able to engage by breaking it down the easiest things possible. making it simple, granular, easy is our way of driving value. We stand for create sustainable, durable, value capture for fee only advisors. The value can be captured by creating a whole new revenue stream for clients. Make them be able to capture the value by adding this as a service they offer their clients above and beyond their current services. Allowing them to truly capture the implementation portion of the plan. We believe in Win-Win situations — it’s mutually beneficial for the planner and clients. We believe in checklists, the power of checklists and how they can transform your life, and your client's life one simple action at a time. We help Advisors by making your Financial Advisor more visible, and dynamic in a way that helps remind, and nudge the key recommendations on Financial Planning. -
4
InvestWell
Excel Net Solutions
Secure and automated Registrar file upload from our backend. Your data is backed up to a secure, offsite location every night, and always available wherever you are. Simple, Clean interface to get the job done. An Interface that’s not only pretty but also feels much faster to use. We have automated processes that can handle big data for thousands of advisors. Leave data upload to us and enjoy seamless portfolio of all asset classes. Group investor into Family accounts and Assign Relationship Managers and Sub-brokers. Clients have access to everything they need. Transact in existing Folio and Create new folios using seamless integration with NSE N MF, BSE Star MF and MFU Platform. Send bulk Emails at a schedule with reports as attachments to specific groups of clients or prospects. -
5
Boast Image
Boast Image
Boast Image is the visual feedback tool clients actually complete. Clients click a link and annotate your web pages, images, and PDFs directly—no account, no login, no training. Most feedback tools optimize for your team then wonder why clients ghost review requests, abandon onboarding flows, and reply three days later with vague emails. Boast Image flips that: client experience comes first, your workflow stays hidden behind it. Precise comments pinned to the actual work instead of scattered across email threads. You get versions, tasks, and structure. Clients get a review experience so fast they're done before their coffee gets cold.Starting Price: $9.95/month -
6
BlackRock 360 Evaluator
BlackRock
Analyze investments in a portfolio context in minutes. Import or create new portfolios, browse models, or access saved portfolios to get started. Use the 360° Evaluator to objectively analyze your portfolio across key attributes like exposure breakdowns, expenses, risk factors, and much more. Share customizable client reports to show clients the value of what you do. 360° Evaluator helps advisors ensure portfolios are designed to perform the way they’re intended and makes it easy to share essential information with clients. Drawing on data and analytics from Aladdin, 360° Evaluator empowers advisors to quickly and easily see the key attributes of a portfolio, compare it to other portfolios, and optimize for market movements and clients’ evolving needs. Communicate investment ideas to clients easily and in visually appealing ways. 360° Evaluator’s client report contains a portfolio summary that highlights portfolio holdings, analytics, insights, and more. -
7
Bonsai
Bonsai
What if you could run your entire business in one place? Bonsai is the only business management tool that combines CRM, invoicing, accounting & banking. No more "Managing my projects, contracts, and invoices is a time-consuming hassle." Generate custom contracts by picking from 1000+ templates in Bonsai’s library, and get paid faster by creating professional invoices in seconds with global payments and automatic reminders. No more "Tracking my expenses stresses me out." Track your income and automatically categorize your expenses to maximize write-offs. Say goodbye to spreadsheets & tax stress and hello to a bigger tax return. No more "Managing my clients’ expectations is hard." Use Bonsai's simple CRM to manage your clients and projects, and keep track of what matters. Turn new leads into clients, and clients into recurring business. Grow your business in no time while Bonsai takes care of the rest.Starting Price: $17 per month -
8
Pontera
Pontera
Bring more accounts together into a cohesive strategy. Pontera allows advisors to monitor and trade 401(k), 403(b), and other held-away accounts to ensure they are meeting their clients’ needs. Optimize tax strategies to grow client wealth. Advisors can allocate their clients’ investments across taxable and tax-deferred accounts more quickly and efficiently by using the Pontera platform. Pontera helps advisors show their clients more of what’s happening in their portfolios. Combined with their existing technology, Pontera enables advisors to offer more streamlined portfolio visibility for their clients. Provide stability by rebalancing and monitoring retirement accounts as needed, just like custodial accounts. Improve client satisfaction by maintaining control during volatile markets and improve long-term results. -
9
Moneytree
Moneytree Software
Build plans and relationships on the most accurate calculation engine. Join other serious financial planners and independent advisors that are using the most robust calculation engines in the wealth management space to grow their practices. From big picture to in depth, Moneytree delivers planning solutions for professionals. Make planning simple with quick data entry and clear results. Answer clients’ “What-Ifs” and show instant, side-by-side comparison results. Actively include clients in the process by creating plans collaboratively. Cover all your clients’ planning needs with in-depth data and analysis. Capture details of your clients’ situations and add future changes at any age. Choose the planning approach to best reflect your clients’ situation. Moneytree Elite’s in-depth planning captures and analyzes your clients’ current financial situation and illustrates impacts of important decisions on their financial future.Starting Price: $1981 per year -
10
Autopilot Workflow
Autopilot Workflow Solutions
Standard operating procedures are the foundation of any growing business and without them no business can consistently grow. Autopilot assists with the automation of these procedures, addressing the common issues companies typically experience while trying to roll out processes. Validated electronic forms and pre-configured processes ensure that processes are always executed in a consistent manner, regardless of the person performing the task. A comprehensive audit trail of actions performed will ensure that everyone stays accountable for what they have done. Autopilot allows for continuity when staff leave your business, and can act as great training tool to get new staff familiar with your processes. Built-in guidance for each step of your process will guide them every step of the way. -
11
Squid
Squid
Squid is a caching proxy for the Web supporting HTTP, HTTPS, FTP, and more. It reduces bandwidth and improves response times by caching and reusing frequently-requested web pages. Squid has extensive access controls and makes a great server accelerator. It runs on most available operating systems, including Windows, and is licensed under the GNU GPL. Squid is used by hundreds of Internet Providers worldwide to provide their users with the best possible web access. Squid optimizes the data flow between client and server to improve performance and caches frequently-used content to save bandwidth. Squid can also route content requests to servers in a wide variety of ways to build cache server hierarchies that optimize network throughput. Thousands of websites around the Internet use Squid to drastically increase their content delivery. Squid can reduce your server load and improve delivery speeds to clients. -
12
CircleBlack
CircleBlack
The all-in-one platform for the relationship-focused financial advisor. Modern and intuitive UI that puts all your client information at your fingertips. Beautiful, easy-to-use client experience available as white label mobile app & portal. Includes performance reporting, trading & rebalancing, billing, and document vault. Connect with 25 of the leading wealth-tech vendors in CRM, planning, and risk. Direct connections to 14 custodians and thousands of financial institutions. Whether you’re a smaller firm that’s outgrown custodian tools, or a larger firm that’s dissatisfied with your current all-in-one vendor, CircleBlack can help you save time, delight clients, and win more business. CircleBlack is the one-stop destination for advisors leaving the wirehouse and IBD channels that are looking for a modern technology solution for their new RIA. We offer white glove support that simplifies the transition, minimizes client leakage, and projects professionalism.Starting Price: $500 per month -
13
AdvisorStream
Broadridge Financial Solutions
Create conversations build trust with clients stay top of mind educate clients inspire clients entertain clients & grow your practice. AdvisorStream is a digital marketing platform that helps financial advisors turn clicks into conversations. The highest rated advisor marketing platform. Financial professionals love AdvisorStream. Make your job easier. Put your marketing on autopilot with powerful automation tools that do the heavy lifting - from content creation, distributing newsletters to posting on social media. Ensure regular contact with clients through weekly newsletters. Keep clients informed & engaged with personalized communications. Auto-post relevant multimedia content to your social media. Keep your website or blog fresh with timely news content. Complete control over the the level of automation. Measure the return on investment, discover new opportunities to increase share of wallet and enhance client experience. -
14
Seeds
Seeds
Seeds is a modern, human‑centered investment management platform tailored for registered investment advisors (RIAs). It enables advisors to deeply understand clients’ goals, values, and risk preferences through structured onboarding and powerful risk assessment tools. With Seeds, advisors can build and compare customized, values-aligned portfolios at scale, generate polished proposals, implement strategies, and present engaging insights, all within a unified digital workflow. It streamlines operations by simplifying client onboarding, automating portfolio implementation, and freeing advisors from manual tasks so they can focus on meaningful client interaction. Founded by experienced financial advisors, Seeds is redefining wealth management by combining robust investment tools and streamlined workflows with a personalized, empathetic client experience. -
15
TextPlan
TextPlan
Whether you call it document generation, document automation, document assembly, or document creation, we specialize in it! With TextPlan you can exploit your valuable document templates online, in your own website. Since it works online in your website, the data entry for your templates can be done by clients or prospects themselves. TextPlan is ideal to generate any type of document swift and error-free. TextPlan is often used for legal document generation and complicated document assembly. To create easy-to-use forms that are 'fool proof' TextPlan offers a powerful form configurator so you can optimize the automation and validation of the data entry. TextPlan offers various integration options for a smooth link to your processes and business model. You are always in control of how and when clients can use your templates or access the generated documents.Starting Price: $16 per user per month -
16
Culverdocs
Culverdocs
You can customize our forms to your specific use case, process, and the desired outcome. They’re simple and easy to use for teams of all sizes. Improve your efficiency and reduce costs by transforming your paper forms into beautiful digital documents in minutes. No need for time-consuming training! Culverdocs offers clean, simple methods of data entry and guides your users through the complete process. Instant delivery means no more waiting for paper forms to arrive so you can focus on more important tasks. Distribute high-quality reports beautifully branded to your business and utilize custom dashboards to provide real-time reporting & analysis of your data. Our workflows allows distribution of data to the correct departments seamlessly. It’s easy to integrate Culverdocs with your existing systems. Our integrations let you connect with a host of services or even build a custom integration with any REST service.Starting Price: £20 per user per month -
17
LegitFit
LegitFit
At LegitFit, we’re focused on the 20% you actually need in a business management solution. Never mind the seldom used 'bells and whistles' that most client management softwares overcharge you for. It's all about simplifying it down to what's important to the day-to-day running of your business. No more see-saw scheduling with your clients. Put your availability online so clients can book in from anywhere and on any device. Online Payments takes away the awkwardness of dealing with money. Make it simple for you and your clients to set up recurring or once-off payments. Get bookings and payments all on one centralised platform. Watch your business grow. Your client's won't be the only ones making gains. Acquire new customers by sharing your personalised timetable link. Grow your business with minimal effort. -
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3B Forms
3B Soft
When we went ahead with the design and development of the app, we wanted to make sure that we have all the best features from our competitors rounded up in a beautiful and intuitive design. And of course, we realise that there are an unlimited number of ways our clients will use the app, so we created Open API to aide our customers to deeply integrate forms into their existing solutions. Recruitment agencies love us. The app can be used for the job application process, accreditation and document collection, submission and approval of timesheets. Healthcare is big on documentation. This is why we have been chosen by many healthcare specialists to help them with the amount of paperwork. Clients use us in the education sector to create questionnaires, simple and complex tests in order to evaluate student performance. -
19
Docupilot
Flackon
Create documents on Docupilot using intelligent templates and data. Send the created documents as an email or to your favorite applications like Zapier, Dropbox or Docusign. Creating new documents manually by changing your client's details such as client's name and address can be very unrewarding. With Docupilot, you can use the existing document and change the client details to \{{client_name}} and \{{client_address}} to create a personalized document for every client. Protect your documents with a password for client confidentiality. Now that your document creation is automated, you no longer have to worry about accidentally using the wrong client name. Automate tedious document creation. Save an hour per document and use that time to work on your business growth. Simplify your business's most complex document workflow's so that you don't have to repeat data entry. You can also automatically integrate data from your CRM, HR, Forms, and Online databases.Starting Price: $29 per month -
20
1st Incident Reporting
emAPPetizer
A secure and efficient solution to save all your reports online, instead of thousands of papers. Report field events quickly and securely with the 1st incident app. Forget about the old paper reports that you have to keep in a binder. Think of how simple lift would be if all of your forms were on the web or on your mobile device, all in one easy place. That’s what 1st Incident Reporting brings to the table. An incident may be started in the field but, it is the way you react and respond to an incident that is important to your organizations business process. 1st Incident Reporting gives you the tools to ensure you never miss and important field event. Efficient data analysis is the final step in an incidents lifecycle. Generate actionable reports to indentify problem areas in your day to day operations and ensure your employees safety.Starting Price: $1.00/month/user -
21
Spectrio
Spectrio
You’ve done the hard part to get people into your business. What are you doing to market to them once they're inside? That’s where we come in. Spectrio is one of the nation’s leading customer engagement technology providers. Known for cultivating unique brand experiences powered by professionally-produced content and marketing technology, Spectrio’s solutions create a holistic customer journey with Digital Signage, Interactive Kiosks, On-Hold Marketing, On-Premise Messaging and Music, Wi-Fi Marketing, and Scent Marketing. Spectrio serves more than 100,000 client locations, ranging from local businesses to global brands. Increase sales, decrease perceived wait time, drive repeat visits. Spectrio offers end-to-end Digital Signage, from hardware to content, that allows you to educate, entertain, and upsell your most important audience – the people in your business. -
22
Slatewell
Slatewell
Customize and automate your entire workflow—capture client data, manage documents, and track progress all from one place. Work together within a firm, with the client, or with a client's financial advisor or CPA. Collaboration is built into every feature on Slatewell, with custom portals for every client. Create digital intake questionnaires for clients, or use them with staff to standardize processes. Built in notifications and reminders ensure that questionnaires get completed. Request feedback from professionals outside the firm, assign tasks to team members, and keep track of what's done and what's next. Use any state specific probate forms to generate petitions of probate, ancillary documents, beneficiary letters, and more. Upload any PDF of your own to build custom workflows. -
23
GetInSync
GetInSync
If MSPs aren’t regularly having conversations with their customers about the opportunities for their business and helping their customers grow their revenues, solve business problems, or reduce costs – then they’re faceless suppliers and at risk of being commoditized and replaced with the lowest bidder. That's why we created the GetInSync platform to help MSPs differentiate themselves from the competition by helping their customers solve business problems not fix IT issues. Using our GetInSync framework and SaaS platform, we guide the MSP through 3 simple steps that take them from the server room to the boardroom. First, you learn the GetInSync method, second, we jointly onboard your client, and third, we dial in your fractional chief executive officer processes and skills.Starting Price: $795 per month -
24
Jinnee
Jinnee
Customer satisfaction is the key and the main element to crack the code is to understand your client. Jinnee collects and analyses all inquiries to provide you with valuable insight into the needs and wants of your clients. Jinnee is always learning and finding ways to improve further as Jinnee continues to work for you. You can observe what Jinnee has learned over time, adjust its behavior, and may even come up with a new solution based on the patterns. Jinnee’s role in your company is as a virtual financial advisor. Jinnee will be helping your clients with their needs. Now they will be able to ask questions and receive replies within seconds. With Jinnee on board, there will be no need to stay online and wait to check how much you spent last month on restaurants. When you need expert advice on a good saving plan, options for deposit, better budgeting, and many more, Jinnee will offer relevant financial products and suitable solutions for you. -
25
Viasoft
Viasoft
The Viasoft PublicForms™ solution replaces your PDF's and physical paper forms with a more efficient way to accept, process and access completed forms. Enable your clients to complete, sign and submit forms online, anytime, anywhere. Applicants enter their information, sign the document and submit payment, while PublicForms™ auto-checks, sorts and smart-routes the form to its destination for easy access. Viasoft PublicForms™ allows you to put all of your forms online and made available for easy public access. PublicForms™ gives you a more modern and efficient way to accept, process and access your forms. Applicants enter their information, sign the document and submit payment, while PublicForms™ auto-checks, sorts and smart-routes the form to its destination for easy access. Submitted forms are sorted and routed to your desired destination using simple rules or conditional logic.Starting Price: $15 per month -
26
Loss Control 360
Majesco
Automate the lifecycle of a survey from creation to completion using the most fully featured and configurable survey management platform available. Setting the standard for data collection driven by machine learning and artificial intelligence. Build a robust data warehouse that can be reported and mined against. Loss Control 360 is the hub connecting insurance core systems, vendor survey firms, and InsurTech companies to transform global industry workflow. Automatically apply labels, identify common hazards, extract text and suggest recommendations. Loss Control 360’s Client Portal Module allows insureds and agents to interact with a configurable online portal that provides real-time data related to policies. This interactivity gives you and your clients the ability to have controlled transparency into all aspects of loss control surveys, service, impairments, location management, and recommendation compliance. -
27
Dynamic Forms
NextGen Web Solutions
Dynamic Forms provides a simple way for non-technical users to take any paper-based form and quickly build a sophisticated interactive, electronic form that can be published to your SIS portal or outside website. This secure, state of the art e-sign/workflow solution allows you to focus your energies on your students and not on manually moving documents. We have processed over 21 million higher education electronic forms over the past 12 years for all types and sizes of colleges. Our libraries of forms and integration experience allow our clients to realize cost savings and efficiencies quickly. Users are not limited by business hours to accomplish completing required forms—even forms requiring multiple electronic signatures in complex workflows and/or including payments. Non-technical users can customize, design and publish professional-looking forms without the need for programming knowledge. -
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Recast Software Privilege Manager
Recast Software
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. -
29
Docketbook
Docketbook
Improve the flow of information with your customers, suppliers and subcontractors by working with a system designed bottom-up to work across company boundaries. Design, update, send and receive dockets to any party instantly. All from within the application. Never lose sight of a docket again. Our platform securely stores your dockets, accessible at any time. Our in-app docket designer provides a simple yet effective way to build and maintain your dockets. Create docket templates that capture the information you need and push them instantly to your fleet. Each docket is geo-tagged, time-stamped and audit-logged on our encrypted servers. Once sent, dockets are tamper-proof, creating a reliable record for all parties. More work, fewer disputes. Sign & send dockets in the field and have instant visibility of the data. Your customers can receive dockets directly into their Docketbook and electronically approve them = job done.Starting Price: $50 per month -
30
YCharts
YCharts
Building and executing a great investment strategy shouldn’t require a PhD, nor a million dollar budget. It should be simple. That’s why we designed a powerful, customizable tool to help you analyze securities, build portfolios, and communicate investment opportunities. Thousands of financial advisors, asset managers and investors rely on YCharts to develop insights, make smarter investment decisions and effectively communicate with prospects and clients. With industry-leading tools, you’re empowered to create compelling visuals that emphasize the strengths of your investment strategies. Win more new business and position your investment strategies to stand out with customizable sales and communication tools. Turn questions into actionable insights with data visuals that demonstrate your expertise, attract prospects and educate clients and partners. -
31
Envestnet Wealth Management Platform
Envestnet
The Envestnet Wealth Management Platform is an end-to-end technology solution designed to unify every stage of the wealth management experience. Built for financial advisors, enterprises, and institutions, it connects financial planning, investment solutions, and client engagement in one scalable ecosystem. The platform provides a single access point for managing portfolios, proposals, accounts, and reporting—all seamlessly integrated with Envestnet’s data intelligence and partner network. Advisors benefit from a holistic, data-driven, and configurable environment that simplifies operations and enhances client outcomes. Recognized as one of the industry’s most innovative and unified wealth platforms, it enables firms to deliver personalized, compliant, and efficient advice at scale. Envestnet empowers advisors to move effortlessly from strategy to execution while deepening client relationships through smarter technology. -
32
Accounto
Accounto
Digitize document processing and optimize client management so that you can focus on consulting activities. Effortless accounting, cooperate with your advisor so that you can concentrate on your core business. Accounto drastically simplifies the cooperation between SMEs and trust companies. SMEs upload their receipts to Accounto. The sent documents are automatically classified and assigned. Both SMEs and advisors have access to the documents at any time and can work together intuitively and optimally via our platform, where everything is stored audit-proof. With our innovative software products, we reduce complexity and introduce the fiduciary industry into the digital age. We make existing processes more effective and efficient and simplify cooperation. This makes advisors fit for the future and allows SMEs to focus on their core business. Administration done instantly, with automatic recognition of all documents. -
33
Envestnet | Tamarac
Envestnet
Envestnet | Tamarac is an integrated portfolio management and reporting platform designed to help Registered Investment Advisors (RIAs) streamline operations, enhance client service, and scale efficiently. The platform combines powerful tools for trading, rebalancing, performance reporting, billing, and CRM integration in a single unified experience. Advisors can automate workflows, improve accuracy, and deliver data-driven insights through customizable dashboards and client portals. Tamarac’s flexible architecture connects seamlessly with industry-leading custodians and financial applications, ensuring smooth integration across the advisory tech stack. Trusted by thousands of firms, Tamarac helps advisors reduce administrative burdens while delivering exceptional, personalized client experiences. In essence, it empowers RIAs to spend less time managing systems and more time managing relationships. -
34
Canyou
Canyou
Canyou is an Australian small business process automation platform designed to streamline and communicate workflows. It enables businesses to collect and coordinate documents, forms, licenses, and certificates for their teams, all stored in one spot and synced with existing applications. Key features include government and custom forms, document collection, e-signature, identity verification, license and certification monitoring, and data synchronization. Canyou integrates with systems like Xero, MYOB, and Deputy, allowing businesses to continue using their existing payroll and time systems. The platform automates the collection and synchronization of business information, digitizes paper processes, and monitors compliance documents, minimizing risks associated with business compliance. It offers smart templates for common processes such as employee onboarding, client and customer onboarding, client identity verification, supplier onboarding, team training, and more.Starting Price: $30 per month -
35
Josef
Josef
Documents are at the heart of what we do as legal professionals. With Josef, you can easily automate the production of any legal document. Just upload your templates, apply the logic, and share the bot with colleagues or clients. Stop wasting time producing the same documents and contracts over and over. Keep information and documents organized and available in a central location. Standardise low-risk documents and reduce input errors. Reduce turnaround times by allowing your clients to self-serve. Build one bot that can generate multiple legal documents from one interaction. Upload your template documents easily, keeping the original format and styling. -
36
FormTab
FormTab
There’s a smarter, more efficient way to collect data in the field, anywhere, anytime, online and offline. And it’s called FormTab! It’s easy and affordable to create your own custom digital forms. You’ll be wondering why you didn’t go paperless years ago. Create sophisticated mobile forms, customised to your needs, using our simple form builder. No need to rely on network connectivity - offline operation enables you to input on the move and upload later. Manage your teams, mobile forms and submissions from one central hub. Automate your processes, integrate your data, and access from anywhere! As an administrator you can set up, edit and manage mobile forms, users, and teams, wherever they’re working. Get the most out of FormTab: maximise workflow efficiencies with third party integrations.Starting Price: $11 per user per month -
37
Zenbu
Zenbu
See the financial, creative, and reach the performance of your Facebook content. No data sheets. Just clear, beautiful reports you can see in seconds. Instead of looking at hundreds of metrics, tell us what matters most to you and that’s how your content will be measured. See how many people you’re engaging from your target audience and how they’re reacting to your content. Calculate everything you spend on Facebook content and we’ll tell you how your investment is paying off. Create custom reports with your own branding, & easily share with coworkers and clients. Get a high-level view of your KPI's & see how you compare to other brands and industries. See what's working and what's not, so you can adjust your strategy accordingly. Save time on manual reporting with beautiful reports you can customize & export in seconds. Know the true value of your Facebook content and learn how you can improve. -
38
Malcolm!
Acknowledgement
Malcolm! is a set of easy to use web based tools that help you interact with your users. Turn recurring tasks and procedures into Workflows (forms / user journeys). Create anything from a basic form to a complex multi-step customer journey. Start from scratch or use one of our pre-configured templates. Teach Malcolm! the answers to your Frequently Asked Questions and let your users find their own answers using natural language search or by browsing a Knowledge Base. Plus users can rate your answers helping you continually improve your content. If you already have a website or app we make it super easy to surface the content you create in Malcolm! via a variety of embed, widget, overlay and plugin options. If you don't have a website or you'd like to create a dedicated area for the content within Malcolm! you'll love our hosted Hub. Connect Malcolm! with over 1,000 third party apps or services. You can also integrate with your own systems via Webhooks.Starting Price: £30.00/month -
39
Wealthbox
Starburst Labs
We make digital products that are vertically aligned for investors, advisors, broker-dealers, and financial brands. Wealthbox is beautifully designed CRM for financial advisors to manage client relationships and collaborate with their coworkers with ease. Stop squinting in a sea of data. With an easy-to-view layout and a quick note-taking interface, you can keep track of all phone calls, emails, files, and financial information. Monitor and engage your prospects and clients on social networks like Twitter to stay in context and keep current. Save time and be productive. Just click on a contact's phone number in Wealthbox and our system calls out to you and your contact for an instant telephone call. You can send, forward, and Bcc all emails to your private Wealthbox email dropbox address and they'll connect to the right contact record page of specific contacts in your account. -
40
Asset-Map
Asset-Map
We combine design thinking and personal finance to display a client’s complete financial picture with clarity. Asset-Map is an award-winning financial tech start-up based in Philadelphia, PA. Over 1 million people are using Asset-Map with their advisors to gain financial clarity. What’s more, we have over $1.4 trillion financial instruments mapped in Asset-Map. An Asset-Map report visually organizes all of a household’s finances in a clear graphical layout, allowing Advisors to apply their professional insight in real-time. Define a household’s most important financial priorities and track their progress with interactive Target-Maps. Intuitively search and filter an entire advisory practice by staying on top of households that need attention unlike ever before. Schedule a demo today and join the thousands of financial advisors helping their clients see the full financial picture to make better decisions.Starting Price: $94 per month -
41
Weever
Weever Apps
Empower your staff to pursue perfection in Operational Excellence through powerful and easy-to-use digital data capture, workflow automation, and real-time reporting. Make it easy for employees to be successful and engage in the process. Instantly alert the appropriate person, get the ball rolling and ensure compliance. Automate rich, insight-driven reporting dashboards to inform improvement projects and track KPIs. Highly intuitive software for administrators to set up and for staff to use. From QR codes and conditional logic to reward points and process automation, Weever has all the "bells and whistles" you need to do what you need to do the way you need to do it. Enhance safety, keep equipment and machines running, reduce product defects, track training, continuously improve, and ensure compliance.Starting Price: $199 per month -
42
Zoho Forms
Zoho
Simplify data collection with online forms. Create forms, share them online, receive instant alerts, and efficiently manage your data with our integrated apps. Take a deep breath and focus on your business while Zoho Forms handles it all for you! Create beautiful forms without having to code. Our feature-rich form builder software, with 40+ field types, customizable themes, situation-specific templates, and a simple user interface, helps you create beautiful, functional forms for all your needs. Embed forms on web pages and engage with your website visitors. Share links on social media or to a target audience via email campaigns. Let your forms reach a wider audience or keep them private within a closed organization. Trigger conditional alerts via email whenever a new record is submitted or updated. Include attachments and keep all concerned people in the loop. Receive instant updates on chat platforms where your teams can work collaboratively.Starting Price: $10.00 per month -
43
Strad Pro
Strad Pro
Strad Pro is a cloud-based Family Office CRM designed for professional advisors, such as financial advisors, attorneys, tax specialists, and insurance agents, to provide a virtual family office experience for clients at any wealth level. It offers a 360° view of each client’s assets, liabilities, and legal documents, plus centralized task management, customizable workflows, and a secure document center. A shared client-and-advisor portal enables collaborative interaction among all professionals involved. It also includes white-label marketing tools (digital and print) and is SOC 2 Type 2 certified for data security and privacy. Strad Pro empowers advisory teams to coordinate seamlessly, streamline operations, enhance client experience, and expand services by offering family office–style support. -
44
EmailMeForm
EmailMeForm
Integration, payments, and management of uniquely complex business workflows — with just one highly-customized web form. Better experience for students, professors, and the entire school district with web-based forms. Accessible anywhere by anyone. Track inventory, monitor deliveries, and fulfill orders online. Integrate with 3rd party apps for optimum productivity and seamless customer experience. Focus more on your causes rather than getting swamped with admin work. Better tools to engage with members and supporters. Virtually work on common goals. Manage your remote workers and get things done together, from everyday tasks to big projects. Embed forms for smooth, convenient, and lightning-quick business transactions. Set up recurring subscriptions, display pricing, and accept international currencies.Starting Price: $30 per month -
45
GeoWealth
GeoWealth
GeoWealth is a leading financial technology and turnkey asset management platform (TAMP); combining a comprehensive and fully-integrated platform with best-in-class portfolio solutions. Our customizable open-architecture platform and our proven spectrum of investment strategies address all essential needs of investment advisors and institutional investors by helping them grow faster and serve their clients more efficiently. Our integrated, purpose-built technology platform provides a holistic solution available in one place. Leverage our trading team and expertise to manage your clients’ portfolios more effectively. Eliminate time-consuming tasks and outsource to us for additional efficiencies as you scale. For every type of advisor, regardless of your structure, we have the solutions and experience to maximize your clients’ wealth, improve the efficiency of your practice, and strengthen your bottom line. -
46
Notetracks
Notetracks
Share projects and invite collaborators easily from anywhere in the world to chime in and get on the same wavelength. Utilize precise comments, replies, and tags pinned to the timeline to make communicating simple and fun. Share tracks with clients and collaborators in a professional environment. Powerful playback features help showcase work in the best light. Use one platform to capture your notes, conversations, and media files. Get to done with fewer revisions. Understand what shots and transitions are working and which ones need attention. Address editing notes from stakeholders to finish picture perfect video and film projects. Get song feedback pinned to tracks section by section. Make tweaks so productions sound alive when they’re released. Communicate ideas on drafts, save time on edits and deliver amazing episodes.Starting Price: $9 per month -
47
BSCW Social
OrbiTeam Software
BSCW Social. Ideal coordination of all team activities. All of your projects in one location. Replace the wealth of e-mails, planning spreadsheets and whiteboards with a simple collaborative workspace for everyone. BSCW has been utilized in all industries, teams and a wide range of environments for more than 20 years, from research organizations and startups to large companies, from corporate administration and clinical studies to emergency management. What does BSCW Social offer? Modern web app optimized for desktop stations and mobile devices. Real-time communication: exchange messages and share documents. Create and join audio and video conferences. Collaboratively edit Microsoft Office or Collabora Office documents. Efficient project management thanks to modern task administration, including time planning, also as a ticket system. Quick search feature for locating frequently-used content. Shared map services and locations: address and location display. -
48
Easydus
Easydus
Many organizations manage their administration with Excel lists, use all sorts of separate systems that do not work together or have to deal with inflexible expensive ICT systems. With Easydus cloud based software you build your own digital administrative process without relevant IT knowledge and easily adjust it yourself. For every application, situation and administrative process. With Easydus you save time and costs by digitizing and automating all manual and error-prone administrative processes and replacing the use of Excel lists, paper- or pdf form flows. For all type of organizations, situations, (sub) processes and use cases. With Easydus you fill in your specific requirements which do not fit in standard or custom made ICT systems. Besides you can adapt the process without relevant ICT knowledge and data fields yourself and without being dependend on a software supplier or your ICT department.Starting Price: €800 per year -
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Xolo
Xolo
Compliance, taxation, invoicing and admin solutions for fiercely independent solopreneurs across the globe. One in three user reviews namedrops our amazing support team. That's because they're friendly, responsive, and know what they're talking about. Some of them have been with Xolo since the very beginning! And they've funneled all this knowledge into our library of both frequently and infrequently asked questions. Here you will find the answers you seek.Starting Price: €89 per month -
50
VAIRKKO
VAIRKKO Technologies
VAIRKKO provides the fastest and easiest way to manage your workforce and operations from a unified intelligent platform. From our first Public Safety client in Highland Indiana, to the thousands of clients in numerous industries we serve around the world today, VAIRKKO (pronounced V-AIR-CK-O) helps organizations of all types and sizes unlock their business potential. Since 2009, we've led the way in workforce and operations management through our beautifully designed software. Our suite of cloud products are fully integrated and can be purchased a la carte giving any organization the ability to grow over time by adding products only when they need them. We pride ourselves on our customer-centric approach which shows through every day in everything we do. Our unmatched experience, deep insights, and cutting-edge technology has transformed the way our clients run their businesses.
