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What is GlidePath Money?

GlidePath Money is a desktop application developed with a focus on a local-first strategy, designed to meet the financial planning requirements of individuals and small businesses alike by providing features for tracking net worth, managing cash flow, conducting retirement Monte Carlo simulations, and exploring Social Security options, along with strategies for Roth conversions and tax brackets, estimating ACA subsidies, and planning for debt repayment; additionally, it offers a full suite for small businesses that includes Schedule C forms, the ability to generate invoices and estimates, track depreciation, log mileage, and prepare exports for accountants. A notable aspect of this software is its deliberate avoidance of bank aggregation, allowing users to import their own CSV or PDF financial documents, which removes the necessity of a cloud account and keeps all data stored locally on the user's machine—only certain features, like encrypted phone synchronization, ticker symbol price checks, and the Glide explainer, send any data externally, and even in those cases, users' account balances are never uploaded. Each numerical entry provides transparent insights into its foundational assumptions and calculations, giving users a thorough understanding of their financial information. The application is sold as a desktop license, ensuring that after purchase, it is permanently owned by the user with no compulsory subscription fees; however, an optional annual plan is available for those interested in receiving updates and new tax regulations. GlidePath Money is compatible with Windows, macOS, and Linux, placing a strong emphasis on user security and privacy while offering comprehensive financial management tools, thus making it a superior option for anyone looking to gain control over their financial affairs without depending on cloud services. This commitment to user autonomy and security sets GlidePath Money apart in the realm of financial management applications.

What is GlideCampaign?

Presenting GlideCampaign - the all-encompassing white-label marketing solution that is crucial for your agency's prosperity! GlideCampaign provides you with an array of essential tools designed to capture leads, automate communication processes, and track analytics effortlessly from a unified platform. You can easily collect leads with our intuitive landing pages, surveys, forms, calendars, and a dedicated inbound phone system. Subsequently, engage with your leads automatically through voicemail, automated calls, SMS, and email outreach. Additionally, our platform features built-in capabilities for processing payments, scheduling appointments, and analyzing performance metrics. This design enables your agency to effectively manage all aspects of your clients' marketing strategies from one central location. With GlideCampaign, you can also customize the platform's branding to align with your agency's unique identity, allowing you to present it to clients as an enhanced service offering. This state-of-the-art tool not only streamlines your marketing tasks but also improves the outcomes you deliver for your clients, establishing it as a vital asset for any agency striving for marketing excellence. By leveraging GlideCampaign, you can truly embrace the future of marketing and propel your agency to unprecedented levels of success! Moreover, the ease of integration and user-friendly interface ensures that your team can start benefiting from its features right away.

Media

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Media

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Integrations Supported

Additional information not provided

Integrations Supported

Additional information not provided

API Availability

Has API

API Availability

Has API

Pricing Information

$129 (one-time)
Free Trial Offered?
Free Version

Pricing Information

$79 per month
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

QuickTech LLC

Date Founded

2019

Company Location

United States

Company Website

glidepathmoney.com

Company Facts

Organization Name

GlideCampaign

Date Founded

2022

Company Location

India

Company Website

glidecampaign.com

Categories and Features

Categories and Features

CRM

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

Marketing Automation

A/B Testing
Analytics / ROI Tracking
Artificial Intelligence
Content / Blogging Platform
Customizable CTAs
Drip Campaigns
Dynamic Content
Landing Pages / Web Forms
Lead Scoring
Sales Intelligence
Search Marketing
Segmentation
Social Marketing
Website Visitor Tracking

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