Ratings and Reviews 0 Ratings

Total
ease
features
design
support

This software has no reviews. Be the first to write a review.

Write a Review

Ratings and Reviews 0 Ratings

Total
ease
features
design
support

This software has no reviews. Be the first to write a review.

Write a Review

Alternatives to Consider

  • Dynamo Software Reviews & Ratings
    71 Ratings
    Company Website
  • Fraud.net Reviews & Ratings
    56 Ratings
    Company Website
  • D&B Credit Insights Reviews & Ratings
    Company Website
  • GWI Reviews & Ratings
    193 Ratings
    Company Website
  • Predict360 Reviews & Ratings
    18 Ratings
    Company Website
  • D&B Risk Analytics Reviews & Ratings
    80 Ratings
    Company Website
  • D&B Finance Analytics Reviews & Ratings
    798 Ratings
    Company Website
  • MikMak Reviews & Ratings
    85 Ratings
    Company Website
  • Greenhouse Reviews & Ratings
    5,072 Ratings
    Company Website
  • Air Reviews & Ratings
    849 Ratings
    Company Website

What is WAMapps?

The WAMapps platform integrates intricate data from diverse funds, regions, and service lines while ensuring security at every stage of the process. Tailored for asset and wealth management firms, it uncovers opportunities during their nascent stages, enhancing connectivity throughout the organization. As an all-encompassing global solution for data, reporting, and analytics, WAMapps transforms the experience of fund services, promoting collaboration and continuously delivering value to everyday operations. With WAMapps, firms can concentrate on their primary strengths, transcending basic automation and accuracy to gain insights that steer the front office toward future achievements. This innovative platform reveals deep insights sourced from vast data sets, offering a real-time view across all business sectors and empowering organizations to be more proactive and adaptable. Additionally, WAMapps equips firms with the tools necessary to confidently and clearly navigate the intricate financial landscape, ultimately fostering informed decision-making for long-term success.

What is Practifi?

Practifi functions as a platform for optimizing performance, transforming data into practical insights and excellence on a broad scale. We enable wealth management firms to break free from the constraints of traditional CRMs and discover new opportunities. Unlike standard CRM systems, Practifi seamlessly connects your team, data, and premium tools, delivering the necessary visibility and oversight required to drive your organization forward. Our enterprise workflow engine, open API, and extensive analytics streamline data sources, improving both actions and insights. Recognized as a top contender in the industry, Practifi has garnered multiple awards for its innovative features and smart platform design. We believe that partnership is a promise that goes beyond simply resolving issues as they emerge. Our committed team works hand in hand with clients to address their challenges or develop solutions when they are not readily available, ensuring we effectively adapt to their changing needs and provide ongoing support. This collaborative approach helps us foster long-term relationships that contribute to mutual success.

Media

Media

Integrations Supported

Addepar
CircleBlack
MoneyGuide
Wufoo
Zocks

Integrations Supported

Addepar
CircleBlack
MoneyGuide
Wufoo
Zocks

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

$80 per user 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

EY

Company Location

United Kingdom

Company Website

www.ey.com/en_us/wealth-asset-management/wam-apps

Company Facts

Organization Name

Practifi

Date Founded

2013

Company Location

Australia

Company Website

practifi.com

Categories and Features

Financial Risk Management

Compliance Management
Credit Risk Management
For Hedge Funds
Liquidity Analysis
Loan Portfolio Management
Market Risk Management
Operational Risk Management
Portfolio Management
Portfolio Modeling
Risk Analytics Benchmarks
Stress Tests
Value At Risk Calculation

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

Financial CRM

Account Alerts
Asset Management
Expense Tracking
Household Tracking
Influence Tracking
Lead Management
Marketing Management
Relationship Tracking
Team Assignments
Territory Management

Popular Alternatives

Popular Alternatives

enVisual360 Reviews & Ratings

enVisual360

enSynergy Professional Services
BITA Risk Reviews & Ratings

BITA Risk

corfinancial