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

  • CrankWheel Reviews & Ratings
    176 Ratings
    Company Website
  • Resolver Reviews & Ratings
    274 Ratings
    Company Website
  • Monarch Money Reviews & Ratings
    5 Ratings
    Company Website
  • Premier Construction Software Reviews & Ratings
    394 Ratings
    Company Website
  • B2i Reviews & Ratings
    2 Ratings
    Company Website
  • Predict360 Reviews & Ratings
    18 Ratings
    Company Website
  • Borealis Reviews & Ratings
    11 Ratings
    Company Website
  • ServoDesk Reviews & Ratings
    25 Ratings
    Company Website
  • Zendesk Reviews & Ratings
    7,583 Ratings
    Company Website
  • ConnectWise RMM Reviews & Ratings
    158 Ratings
    Company Website

What is Whistle Advisor?

Our dedication lies in providing all our customers with a rewarding experience through our offerings. In line with this commitment, we are excited to introduce a new initiative named “Get started” with DPO Advisor. We cordially invite our clients to participate in our "Get started" online meetings, where we will concentrate on effectively leveraging DPO Advisor and guide users on the initial steps of utilizing the system. These informative sessions are scheduled for the last Thursday of each month from 10 to 11 AM. Although primarily tailored for new users or those who haven't fully engaged with DPO Advisor, we encourage everyone to join in and gain insights from the discussions. Our primary objective is to minimize administrative challenges and optimize human resources, allowing time and energy to be channeled into actions that promote growth and tangible outcomes. We strive to achieve this through the development of user-friendly software solutions that eradicate the reliance on cumbersome spreadsheets and extensive forms, while also making legal language straightforward and comprehensible. By utilizing DPO Advisor and similar tools, we empower our users to secure the clarity they need with ease. Ultimately, our belief is that by streamlining processes, we can significantly boost user satisfaction and cultivate impactful results, ensuring that everyone feels confident in their ability to navigate our offerings effectively.

What is Seeds?

Seeds is a cutting-edge investment management platform tailored for registered investment advisors (RIAs) that emphasizes a human-centric methodology. It enables advisors to thoroughly comprehend their clients' goals, values, and risk appetite through a structured onboarding process complemented by sophisticated risk assessment tools. With Seeds, advisors can effectively devise and evaluate customized, values-oriented portfolios, generate professional proposals, implement strategies, and disseminate insightful analyses, all within a unified digital environment. The platform boosts operational productivity by streamlining client onboarding, automating portfolio management, and alleviating advisors from mundane tasks, which allows them to focus more on meaningful interactions with their clients. Founded by experienced financial advisors, Seeds is revolutionizing the wealth management sector by fusing robust investment functionalities with smooth workflows and a client-centered, empathetic approach. This guarantees that advisors can genuinely tailor their offerings to meet the specific needs of each client, ensuring that every interaction is both impactful and relevant. Moreover, Seeds fosters a collaborative atmosphere where advisors can continuously refine their strategies based on direct client feedback, making the investment process more adaptive and responsive.

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

LegalTech Denmark

Date Founded

2017

Company Location

Denmark

Company Website

www.legaltechdenmark.com/whistle-advisor/

Company Facts

Organization Name

Seeds

Date Founded

2019

Company Location

United States

Company Website

useseeds.com

Categories and Features

Complaint Management

Case Management
Complaint Classification
Corrective Actions (CAPA)
Customer Complaint Tracking
Feedback Management
Forms Management
Issue Tracking
Quality Assurance Management
Routing
Self Service Portal
Social Media Monitoring
Survey Management

Whistleblowing

Access Controls / Permissions
Automated Routing
Compliance Management
Customizable Branding
Multi-Language Support
Real-Time Chat
Reporting / Analytics
Workflow / Process Automation

Categories and Features

Popular Alternatives

Ethicontrol Reviews & Ratings

Ethicontrol

Ethicontrol OU

Popular Alternatives