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What is Workfolio Directory?
Effortlessly create a comprehensive directory that aligns perfectly with the specific requirements of your organization. This solution is favored by both Fortune 500 firms and innovative startups for managing internal, public, and private client-facing directories with utmost efficiency. It provides all the essential elements within a single, all-encompassing directory solution, showcasing features like custom fields, dropdown selections, various profile formats, adaptable templates, optional content approval processes, private client microsites, API integrations, and much more! Tailored profiles act as a strategic advantage for organizations seeking to attract new clientele. With Workfolio Directory, you can harness the power of specialized profiles on private client microsites, complete with distinctive branding, to boost client interaction and stimulate business growth. Organizations often utilize various member profiles to accommodate different requirements, which can include a public profile showcased on the organization’s website, internal CVs, and other iterations crafted specifically for client proposals. This adaptability guarantees that every engagement is customized to fulfill the expectations of a wide array of stakeholders effectively, ensuring that no potential opportunities are overlooked. By leveraging this versatile approach, organizations can enhance their overall communication strategy and client relationships.
What is Vermilion Reporting Suite?
Establish a thorough reporting framework that surpasses conventional manual techniques and accelerates your readiness for the market. Wave farewell to the complexities of managing data uploads, conducting calculations, producing documents, and overseeing data hosting. Utilize the sophisticated functionalities of FactSet’s reporting suite to automate and refine your operations. Combine vital portfolio analytics with your internal datasets to produce and share materials tailored for clients, including fund factsheets, compliance documents, marketing pitchbooks, and internal board presentations. Seamlessly integrate assessments based on holdings and returns with your organization's proprietary content. Create documents that intertwine dependable portfolio analytics—like performance attribution and weighting—with returns-based style, risk metrics, and peer comparison evaluations. Ensure that all client-facing materials, no matter the format, reflect your company's branding with exacting precision. Retain control over every aspect of each document, from headers and footers to color palettes, guaranteeing they faithfully represent your corporate identity while optimizing your reporting processes for enhanced efficiency. This all-encompassing approach not only boosts accuracy but also significantly elevates the visual appeal of your materials, ultimately leading to a more professional presentation for your clients. By adopting these practices, you can effectively enhance your organization's reputation in the competitive market landscape.
Integrations Supported
Microsoft Azure
API Availability
Has API
API Availability
Has API
Pricing Information
$99 as a flat rate per month
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
Workfolio
Date Founded
2009
Company Location
United States
Company Website
www.workfolio.com
Company Facts
Organization Name
Vermilion Software
Company Website
www.vermilionsoftware.com
Categories and Features
Directory
Advertising Management
Customer Portal
Design / Layout
Listing Management
Payment Processing
Review Management
SEO Tools
Search / Filter
Categories and Features
Investment Management
Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Payroll & Commissions
Performance Metrics
Portfolio Management
Risk Management