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What is WebVision?

WebVision is a highly secure and flexible cloud-based content management system (CMS) and investor portal designed specifically for asset managers, offering vital access to marketing resources, fund performance metrics, and extensive reporting capabilities. This innovative platform can function as a module for fund or investor reporting that seamlessly integrates with an existing website, or it can be tailored into a completely custom site crafted by the design specialists at Imagineer. With its powerful online portal, the system automates communications effortlessly for both investors and potential clients. WebVision operates autonomously, with the ability to import data from various proprietary systems or customer relationship management (CRM) platforms, and can also be fully integrated with Clienteer to boost control and automation features. Additionally, the platform incorporates the Fiveblocks reputation management tool, which aids in monitoring user engagement, maintaining your online reputation, and strengthening your brand identity. By utilizing these advanced features, asset managers can not only fulfill client expectations but also optimize their operational workflows for greater efficiency. Overall, WebVision stands out as a comprehensive solution that enhances both the client experience and the asset management process.

What is CrediLinq.Ai?

Our proficiency is rooted in credit analysis and data science, allowing us to revolutionize credit assessment. We manage everything from online applications to expedited credit approvals, and our one-click checkout solutions underscore our dedication to incorporating alternative data for the evolving financial landscape. By utilizing our B2B PayLater options, businesses can drive their sales growth without taking on additional risks, enabling their clients to finance inventory and supplies while receiving immediate payment themselves. Leverage your recurring revenue streams to secure non-dilutive funding, which can significantly enhance your growth potential. We support merchants by offering them up to 80% of their gross merchandise value (GMV) upfront, empowering them to expand their operations without delay. Our efficient process allows merchants to benefit from a straightforward one-click checkout that accelerates their receivables, as we take care of the waiting times associated with buyer and platform payments. Our cutting-edge technology harnesses AI and data analytics to provide a smooth embedded lending experience, eliminating the need for additional income verification or tedious paperwork. Partnering with us means you are actively participating in the swift evolution of the digital economy, fostering a more streamlined and inclusive financial future. Together, we can propel transformative growth and foster innovation across diverse industries, ensuring that businesses thrive in an ever-changing market landscape.

Media

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

Imagineer Technology Group

Date Founded

1998

Company Location

United States

Company Website

www.imagineertechnology.com/WebVision-Fund-Marketing-and-Reporting

Company Facts

Organization Name

CrediLinq.Ai

Company Location

Singapore

Company Website

www.credilinq.ai/

Categories and Features

Content Management

Audio Content
Customizable Templates
Document Indexing
E-forms
Full Text Search
Image Editor
SEO Management
Text Editor
Version Control
Video Content
Website Management

Equity Management

Cap Table Management
Deal Management
Document Storage
ESOP Management
Financial Modeling
Options Management
Participant Portal
Portfolio Management
Private Equity
Public Equity
VSOP Management
Valuation Management
Vesting Management

Financial Services

Analytics
Branch Optimization
Channel Management
Compliance Management
Customer Engagement
Performance Management
Risk Management

Virtual Data Room

Anonymity Management
Audit Trail
Collaboration
Data Protection
Data Storage Management
Document Tagging
Due Diligence Management
Procurement Management
Project Management
Role-Based Permissions
Secure Preview

Categories and Features

Financial Services

Analytics
Branch Optimization
Channel Management
Compliance Management
Customer Engagement
Performance Management
Risk Management

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