wealthpilot Advisors' Digital Solution
wealthpilot sets a new standard for bionic advisory, increasing the number of value-add client interactions - in a single user experience. Daily Updated Data Overview of all available assets per client with automated data import and consolidation from all relevant sources (incl. multibanking). Holistic Client Dashboarding Relevant wealth KPIs are displayed across all assets and clients. Reporting & Tracking Intuitive and standardized across all relevant data sources. Client reporting is easily customizable to offer an exceptional client experience. Financial Planning Actual vs. desired state analysis with goal-based scenario optimization and recommendations. Digital Client Engagement Client access creates trust and transparency and triggers new client interactions. Mobile Mobile support allows for access everywhere. The mobile experience combines a beautiful and easy to use interface with the powerful wealthpilot functionality. Branding Advisor branded client experience creates improved loyalty. Unified Platform wealthpilot provides the perfect solution for end-to-end wealth management, easily integrating existing mid- and back-office services.
Top keywords
- client9×5.88%
- experience4×2.61%
- data3×1.96%
- mobile3×1.96%
- relevant3×1.96%
- wealthpilot3×1.96%
- access2×1.31%
- assets2×1.31%
- client experience2×1.31%
- client interactions2×1.31%
- creates2×1.31%
- interactions2×1.31%
Quickbooks Online By Tally Integrations
Tally brings QuickBooks Online billing, accounts receivable and payment management directly into Salesforce. Sales, finance and operations teams automate accounting transactions, collect or record payments and track balances without leaving Salesforce. BILLING AUTOMATION Create QuickBooks invoices, estimates, sales receipts, purchase orders, bills, refunds and recurring invoices. Use Salesforce Flow to generate transactions automatically, such as invoicing when an opportunity closes. ACCOUNTS RECEIVABLE Track open, paid, partially paid and overdue invoices, record full, partial or multi-invoice payments, send reminders and download invoice PDFs. PAYMENTS Accept credit card and ACH payments, and record cash, check, wire and external payments, individually or through Flow automation. SYNC Keep QuickBooks Online and Salesforce synchronized across customers, products, invoices, estimates, sales receipts, purchase orders, payments, balances, classes, tax rates and statuses. A Product Sync Health dashboard tracks products. Tally is more than a QuickBooks connector. It is a Salesforce billing, payment, receivables and accounting automation platform for QuickBooks Online.
Top keywords
- payments6×3.92%
- quickbooks5×3.27%
- salesforce5×3.27%
- invoices4×2.61%
- automation3×1.96%
- billing3×1.96%
- record3×1.96%
- sales3×1.96%
