Ratings and Reviews 0 Ratings
Ratings and Reviews 0 Ratings
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onPhaseonPhase is an all-in-one financial automation platform designed to simplify the back-office processes of businesses. It enables organizations to automate their invoice processing, payment collections, approvals, and document management with ease. Through AI-driven workflows, onPhase ensures that invoices are captured and routed swiftly, while offering 2-way, 3-way, or 4-way matching for better financial accuracy and control. The platform’s document management system securely stores contracts, W-9s, and other financial records, ensuring that they remain compliant and easy to access. With its seamless integration with top ERP systems like NetSuite, SAP, and Microsoft Dynamics, onPhase allows real-time data syncing without the need for manual re-entry, enhancing efficiency and eliminating data discrepancies. Businesses using onPhase can also benefit from customizable workflows and better visibility into their financial processes, making it easier to manage and track approvals. The platform’s AI-driven features ensure that businesses are operating at peak performance, with more time to focus on high-value tasks.
What is Ortec Finance?
Ortec Finance offers a comprehensive solution designed to support both advisors and their clients during the stages of advice delivery and ongoing monitoring. By utilizing a cohesive strategy for goal-centric financial guidance, it effectively mitigates the effects of market fluctuations while streamlining the investment decision-making process for clients. The scalable and objective-driven solutions significantly improve the efficiency of personalized financial advice delivery across a variety of client portfolios. Its API framework facilitates smooth integration with existing technological systems, accommodating traditional, digital, or hybrid client engagement approaches. By converting individual financial goals into suitable and effective investment strategies through high-quality economic scenarios, it actively manages the advisory process with the OPAL solution. Furthermore, Ortec Finance's tools are accessible via APIs and a user-friendly plug-and-play interface, catering to advisors, wealth managers, and asset management professionals. This versatility ensures that their solutions can adapt to the varied requirements of the financial advisory industry, ultimately enhancing client satisfaction and engagement. As a result, Ortec Finance plays a crucial role in empowering advisors to deliver tailored financial advice efficiently and effectively.
What is Count3r?
Connect your customers' digital journeys to tailored support, enhancing their experience through various interaction methods like face-to-face meetings, phone conversations, video calls, and messaging using our cutting-edge platform. Effortlessly merge customer pathways from your website into personalized advisory sessions. By utilizing our simple JavaScript plug-in on your brand's website, you can monitor visitor behavior while maintaining their anonymity. This plug-in smoothly converts online interactions into customized consultation dialogues, whether they occur in-store or over the phone. Advisors gain crucial insights from these digital engagements via a dedicated application tailored for their needs, ultimately allowing them to operate more efficiently. In an age where many sales associates seem disconnected in the online shopping realm, Count3r equips team members with vital information about products, sales methods, and store details right on their tablets. This approach empowers your sales staff to reclaim their status as trusted shopping consultants, potentially boosting sales figures by as much as 20%. We enable advisors to confidently recommend additional products to every customer across all sections of the store, thereby enhancing overall profitability. By offering outstanding customer experiences that blend the advantages of online shopping with personalized service, you can significantly improve your conversion rates. This strategy fosters a more immersive and gratifying shopping atmosphere that fulfills the expectations of contemporary consumers, ultimately driving loyalty and repeat business.
Integrations Supported
ConQuest
Deloitte Cascade Suite
Microsoft Dynamics 365
Salesforce
Zapier
Integrations Supported
ConQuest
Deloitte Cascade Suite
Microsoft Dynamics 365
Salesforce
Zapier
API Availability
Has API
API Availability
Has API
Pricing Information
Pricing not provided.
Free Trial Offered?
Free Version
Pricing Information
$49 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
Ortec Finance
Date Founded
1981
Company Location
The Netherlands
Company Website
www.ortecfinance.com/en/solutions/goals-based-wealth-platform
Company Facts
Organization Name
Teller
Date Founded
2013
Company Location
Netherlands
Company Website
www.count3r.com
Categories and Features
Categories and Features
Appointment Scheduling
Appointment Reminders
Automated Scheduling
Calendar Sync
Client Database
Group Scheduling
Mobile Access
Multi-Location
Online Booking
Online Payments
Recurring Appointments
Room Booking Management