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

  • iBabs Reviews & Ratings
    56 Ratings
    Company Website
  • FundCount Reviews & Ratings
    13 Ratings
    Company Website
  • Nasdaq Boardvantage Reviews & Ratings
    224 Ratings
    Company Website
  • AlternativeSoft Reviews & Ratings
    19 Ratings
    Company Website
  • Sage Intacct Reviews & Ratings
    7,350 Ratings
    Company Website
  • NEMS Environmental Management Suite Reviews & Ratings
    Company Website
  • Odoo Reviews & Ratings
    1,554 Ratings
    Company Website
  • Ansarada Reviews & Ratings
    277 Ratings
    Company Website
  • D&B Risk Analytics Reviews & Ratings
    58 Ratings
    Company Website
  • Lucca Reviews & Ratings
    2,497 Ratings
    Company Website

What is WealthWorks+?

A cutting-edge wealth management platform that provides full customization to meet the specific needs of your organization. Designed for every level of management, this application empowers users with a wide array of tools to manage compliance and administration for corporations, partnerships, individuals, and numerous complex entities. Furthermore, it guarantees smooth integration with current systems to improve overall operational productivity, making it an essential asset for effective financial oversight. This innovative solution not only streamlines processes but also adapts to the evolving demands of the financial landscape.

What is SpeciVim?

SpeciVIM serves as a comprehensive KYC solution specifically designed for private banking institutions. Its main objective is to meet all operational needs while providing extensive features that create a complete overview of each client by integrating all pertinent data and interactions within a unified software platform. The software allows for the creation, management, monitoring, and support of clients throughout every stage of their journey, which includes both traditional and digital onboarding, as well as the automatic exchange of essential information. Featuring ten unique modules, SpeciVIM offers flexibility and customization, enabling you to tailor the solution to your precise requirements. This software can be utilized across multiple departments within your bank, such as central files, compliance, customer service, and relationship management. Moreover, the digital onboarding application is engineered to simplify the onboarding process, empowering wealth managers to focus more on high-value activities. With a diverse range of adaptable features, including a Decision Tree functionality, the software ensures a bespoke experience for clients that aligns with their specific profiles and needs. In essence, SpeciVIM not only boosts operational effectiveness but also strengthens client relationships through its personalized approach, ultimately contributing to a more engaged and satisfied clientele. This focus on customization and efficiency makes SpeciVIM a vital tool in modern private banking.

Media

No images available

Media

Integrations Supported

Additional information not provided

Integrations Supported

Additional information not provided

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
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

Octad Solutions

Date Founded

2019

Company Website

octadsolutions.com

Company Facts

Organization Name

Specitec

Date Founded

2004

Company Location

Switzerland

Company Website

www.specitec.com/KYC-Compliance-CRM-Software-for-Banks.html

Categories and Features

Company Secretarial

Annual Filings
Archiving & Retention
Company Formation
Company Register
Dividend Administration
Document Templates
Important Dates Reminders
Multi-Company
Officer Management
Shareholder Management

Categories and Features

Banking

ATM Management
Compliance Tracking
Corporate Banking
Credit Card Management
Credit Union
Investment Banking
Multi-Branch
Online Banking
Private Banking
Retail Banking
Risk Management
Securities Management
Transaction Monitoring

Popular Alternatives

enVisual360 Reviews & Ratings

enVisual360

enSynergy Professional Services

Popular Alternatives

WealthWorks+ Reviews & Ratings

WealthWorks+

WealthWorks
NexJ CRM Reviews & Ratings

NexJ CRM

NexJ Systems Inc.
EnGlobe Reviews & Ratings

EnGlobe

Corporatek
TCS BaNCS Reviews & Ratings

TCS BaNCS

Tata Consultancy Services