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Ratings and Reviews 0 Ratings
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What is Mithi SkyConnect?
Cumulative storage effectively addresses variations in usage among different users and improves storage allocation, which can lead to substantial cost reductions. It facilitates open integration by employing open standards, enabling connections with a wide range of collaboration tools, client applications, and business software. Users can easily integrate with external ESGs, DLPs, email notifications, and various other solutions to customize their technology ecosystem according to specific needs. Moreover, it is compatible with external cloud workspace services, allowing the establishment of economical multi-cloud environments. Protecting critical email data and managing the growth of mailbox storage can be achieved through cloud-native data protection solutions. Additionally, it enhances collaboration by enabling file sharing, idea organization, and team initiatives through note-based collaboration tools. By integrating Vaultastic into the system, organizations can secure their essential email data while benefiting from on-demand discovery, improved compliance, and reduced risks associated with data loss or tampering. The combination of cumulative storage, choices for both free and paid clients, and the absence of management and maintenance requirements significantly reduces expenses while ensuring powerful functionality. This strategic framework not only simplifies operations but also empowers businesses to concentrate on their primary goals, freeing them from the complexities of extensive data management while fostering a more efficient work environment. Ultimately, the adoption of such integrated solutions paves the way for enhanced productivity and operational excellence.
What is Equisoft/analyze?
Equisoft/analyze for advisors functions as a comprehensive solution for asset allocation and wealth analysis specifically designed for financial advisors. By employing a distinctive four-step methodology, it guarantees that the recommendations provided align closely with the risk profiles of investors. The platform adequately addresses suitability and know-your-product regulations, granting users access to an array of over 20 distinct institutional-grade analytic metrics. These metrics are sourced from reliable third-party data providers, with the added flexibility to integrate custom data feeds, and they encompass a diverse range of investment vehicles, including mutual funds, ETFs, SMAs, stocks, segregated funds, and variable annuities. The analysis process considers essential variables such as investment timeframes, account inflows and outflows, distributions reinvestment, rebalancing thresholds, and the tax status of accounts. Moreover, users can develop retirement strategies by assessing cash flows, asset growth and withdrawal phases, and the likelihood of financial success, among other functionalities. The tool also allows for a thorough evaluation of life, critical illness, and disability insurance, supported by user-friendly guided workflows that enhance the overall experience. Additionally, its advanced analytics equip advisors to make informed decisions that resonate with their clients' financial aspirations, ultimately leading to more effective client-advisor relationships. As a result, this platform significantly contributes to the optimization of financial planning processes.
Integrations Supported
Additional information not provided
Integrations Supported
Additional information not provided
API Availability
Has API
API Availability
Has API
Pricing Information
$1 per 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
Mithi Software Technologies
Date Founded
1999
Company Location
India
Company Website
skyconnect.mithi.com
Company Facts
Organization Name
Equisoft
Date Founded
1994
Company Location
Canada
Company Website
www.equisoft.com/products/asset-allocation-analyze-for-advisors
Categories and Features
Collaboration
Brainstorming
Calendar Management
Chat / Messaging
Contact Management
Content Management
Document Management
Project Management
Real Time Editing
Task Management
Version Control
Video Conferencing