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Product Features:
  • Asset Management
  • Cash Management
  • Consulting Services
  • CRM
  • Data Integration
  • Performance Management
  • Reporting
AssetBook is redefining web-based portfolio management with ever-expanding flexibility and always with advisors in mind. A versatile package of value-priced features gives RIAs extraordinary [...]
Address:
1550 Deep Creek Dr, McHenry,, Maryland - MD, United States 21541
Description:

AssetBook is redefining web-based portfolio management with ever-expanding flexibility and always with advisors in mind. A versatile package of value-priced features gives RIAs extraordinary power to monitor accounts and communicate with clients. This, along with an ongoing commitment to superior service, is what makes AssetBook an industry leader.  Many advisors use much of their time maintaining their portfolio management systems. AssetBook does the work for advisors. AssetBook is the complete software as a Service for advisors looking to minimize their administrative demands and maximize their client interaction.

Website:
Product Features:
  • Analytics
  • Archiving & Retention
  • Blended Call Center
  • Call Logging
  • Call Recording
  • Call Scripting
  • Campaign Management
  • Communication Management
  • Customer Engagement
  • Escalation Management
  • Interactive Voice Response
  • Live Chat
  • Predictive Analytics
  • Predictive Dialer
  • Progressive Dialer
  • Real-time Chat
  • Reporting/Analytics
3CLogic offers a suite of inbound, outbound, and blended cloud-based contact center solutions based on an innovative distributed approach that eliminates the need for [...]
Address:
9201 Corporate Blvd., Suite 470 Rockville,, Maryland - MD, United States 20850
Description:

3CLogic offers a suite of inbound, outbound, and blended cloud-based contact center solutions based on an innovative distributed approach that eliminates the need for legacy server-centric architecture. 3CLogic provides companies with a 360-degree view of all their customer interactions, regardless of the channel chosen. These solutions allow for a timely and accurate means by which to offer first call resolutions. As a true cloud software solution, hosted on AWS, it offers seamless integration with other cloud-based solutions, including CRM and WFM, while providing market-leading security, scalability, and reliability. Finally, in addition to traditional contact center features  3CLogic provides a powerful reporting framework with business analytics and real-time scripting engine. A free trial is available.

Website: