Ratings and Reviews 0 Ratings
Ratings and Reviews 0 Ratings
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Centrex SoftwareOur robust Customer Relationship Management (CRM) system is designed to enhance productivity, boost revenue generation, and foster better customer engagement. You can effectively oversee your advance and loan portfolio while benefiting from seamless integration with ACH processors. The platform also features a broker portal and comprehensive syndicate reporting capabilities. Engage your audience through email and SMS campaigns, manage incoming and outgoing SMS communications, and monitor email open rates, among various other features. ClixSign® facilitates the electronic signature process for any document, allowing you to track when up to eight signers have viewed and signed them. Your clients can utilize a personalized portal that enables them to upload necessary documents, check messages, and monitor their balances and payments. With our cutting-edge contact and deal management software, you gain a clear view of the entire sales pipeline. Additionally, Centrex Software specializes in providing tailored software development services, aiding clients in creating web and mobile applications for a wide range of needs, ensuring that they have the right tools to succeed in their business endeavors. This combination of features and services empowers companies to operate more efficiently and effectively.
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Monarch MoneyMonarch Money is a powerful personal finance platform that revolutionizes how individuals and couples manage their money by consolidating all financial accounts in one intuitive app. It connects over 13,000 financial institutions to provide real-time updates on bank balances, credit cards, loans, investments, and real estate holdings, giving users a holistic view of their net worth. The app features dynamic budgeting tools that adapt to your lifestyle, allowing for personalized budget creation and adjustment as your priorities change. Monarch also enables collaboration with partners or financial advisors at no additional cost, facilitating joint money management and goal setting. With automatic transaction categorization, subscription detection, and alerts for unusual spending, users can easily maintain control over their finances. Detailed, customizable reports and visual charts help translate complex data into actionable insights. Monarch works seamlessly across web, iOS, and Android devices, ensuring financial information is synchronized and accessible on the go. It is highly regarded for its user-friendly interface, extensive connectivity, and comprehensive financial tools, making it a top alternative to Mint, YNAB, and Rocket Money. The platform also offers features like a bill calendar, cash flow management, and goal tracking that help users stay motivated and on target. Monarch’s active user community and expert blog provide ongoing support and financial education, empowering users to improve their money habits and achieve financial wellness.
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Dynamo SoftwareDynamo brings together all the essential tools for alternative investment management into one adaptable platform. Our modules are built on a unified technology stack, creating a centralized and automated solution for private equity, venture capital, real estate, infrastructure, hedge funds, endowments, pensions, foundations, prime brokers, fund of funds, family offices, and fund administrators. By automating manual tasks with customizable dashboards, workflows, and reporting, Dynamo reduces your operational load. This frees up your team to focus on the insights and relationships that drive success. Our experienced Client Services and Support team is dedicated to ensuring you achieve lasting excellence, helping you tailor the platform to your unique business needs. This commitment to client success is a core part of what sets Dynamo apart.
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Act!Act! Advantage is a full front-office CRM solution with all-new functionality, including Interactive Quotes, Website Chat, Accounting Integration, Appointment Scheduling, Project Management, Web Forms, Online Surveys, and more, broadens its footprint across your entire front office and reduces your need for costly, third-party tools. Select the perfect fit, cost-effective tier to meet your current needs with peace of mind knowing that Act! will grow with you.
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NexoNexo stands out as a leading digital asset wealth platform, aimed at enabling clients to enhance, manage, and secure their cryptocurrency investments. Our goal is to spearhead the future of wealth creation by prioritizing customer success and offering customized solutions that foster lasting value, complemented by round-the-clock client support. Recognizing that wealth accumulation is not a universal approach, Nexo empowers you to decide the trajectory of your asset growth. Whether you prefer the freedom of flexibility or the assurance of higher fixed returns, your aspirations dictate your path. With our Flexible Savings, you can earn daily compounding interest on your crypto and stablecoins, enjoying the freedom to spend, trade, or withdraw at any time while receiving up to 14% annual interest. For those inclined towards a more stable investment, Fixed-term Savings can yield an impressive annual interest rate of up to 16%, catering to your long-term financial goals. At Nexo, we believe that your cryptocurrency should flourish in tandem with your ambitions. Furthermore, we are committed to helping you maximize the potential of your portfolio. Why liquidate your digital assets and forfeit potential gains when you can utilize them instead? With Nexo’s crypto Credit Line, you can access liquidity without parting with your coins, enhancing your purchasing power with interest rates starting as low as 2.9%. Take control of your financial future and build your wealth on your own terms with Nexo, where your goals shape your investment journey.
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InfoFloSimplifying case management software enables you to concentrate on your non-profit organization effectively. With an all-encompassing view of your cases available from a single dashboard, you can eliminate the need for spreadsheets and access your information from any device, no matter where you are. InfoFlo offers a tailored system designed to cater to your specific requirements while remaining budget-friendly. This way, you can enhance your operational efficiency without breaking the bank.
What is Kestrelbox?
Kestrelbox is a tailored wealth management CRM designed specifically for financial advisors, consolidating crucial functions such as household-focused client management, asset under management tracking, regulatory compliance assurance, and automated communications into a single platform that supports advisors in strengthening and maintaining their client relationships. This cutting-edge tool resolves a significant issue in the wealth management landscape, where advisors face the challenge of efficiently managing client households, monitoring assets under management, maintaining compliance with FINRA and SEC regulations, and ensuring smooth communication with both potential and existing clients. Unlike conventional methods that require the use of multiple disconnected tools—such as various CRM systems, compliance archiving solutions, account aggregation services, and SMS communication platforms—Kestrelbox integrates all these capabilities into one cohesive solution, emphasizing a household-centric approach that optimizes operations for financial advisors. This integration not only simplifies their workflow significantly but also empowers them to deliver outstanding service to their clients, which in turn fosters growth in their practices. Furthermore, by eliminating the need for multiple platforms, Kestrelbox allows financial advisors to focus more on building relationships rather than managing software tools.
What is Envestnet Wealth Management Platform?
The Envestnet Wealth Management Platform is the cornerstone of modern advisory technology, delivering a unified, intelligent ecosystem that empowers financial advisors and institutions to manage the entire wealth journey from one place. Built on a foundation of data, automation, and integration, the platform connects financial planning, portfolio management, trading, and reporting in a seamless workflow. Its plan-to-execution framework enables advisors to move effortlessly from client goal-setting to proposal generation, account opening, and ongoing performance review—without switching systems. The platform’s holistic data engine combines Envestnet’s proprietary analytics with third-party sources, producing insights that enhance portfolio strategies, identify opportunities, and personalize the client experience. With its scalable and configurable architecture, firms can adapt the platform to meet the needs of RIAs, broker-dealers, and enterprises alike. Envestnet’s ecosystem integrates with its core brands—Tamarac, MoneyGuide, and PMC—and hundreds of external partners, creating a truly open and interoperable technology environment. Advisors gain the ability to deliver holistic, goals-based advice while maintaining operational efficiency and regulatory oversight. Recognized at the 2024 WealthManagement.com Industry Awards as the best unified, all-in-one system, the platform exemplifies leadership in digital wealth innovation. From financial data aggregation to real-time client engagement tools, it serves as the command center for forward-thinking advisors. The Envestnet Wealth Management Platform transforms how financial professionals connect strategy, technology, and insight—turning complexity into clarity and potential into growth.
Media
No images available
Integrations Supported
CircleBlack
MoneyGuide
API Availability
Has API
API Availability
Has API
Pricing Information
$197/month
Free Trial Offered?
Free Version
Pricing Information
Pricing not provided.
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
Kestrelbox
Date Founded
2026
Company Location
United States
Company Website
kestrelbox.com
Company Facts
Organization Name
Envestnet
Date Founded
1999
Company Location
United States
Company Website
www.envestnet.com/wealth-management/software
Categories and Features
Financial CRM
Account Alerts
Asset Management
Expense Tracking
Household Tracking
Influence Tracking
Lead Management
Marketing Management
Relationship Tracking
Team Assignments
Territory Management
