Asset Vantage
Pricing Model
Pricing Model
Free
Monthly payment
One-time payment
Annual Subscription
Quote-based
List of Features
List of Features
- Templates
- Notary Capable
- Custom Branding
- Signer Authentication
- Wufoo, Salesforce, CRM’s
- Smart Tags®
- Alerts and Status
- Business Reporting
- Customized Document Sending Capacity
- Sign From Emails or Websites
- Batch Send Documents
- All Sign at Once
- Custom API Integration
- Custom Support Plans
- Customized Reporting
Pricing Info
Pricing Info
DocVerify offers four pricing packages that cater to different user types with different business needs. A free account option is also available.
Individual Plan – $1/user/month
- Maximum Users: 1
- Send Documents for Signature: 5/month
Professional Plan – $9.95/user/month
- Users: 1 to 10
- Send Documents for Signature: Unlimited
- Templates
- Notary Capable
- Custom Branding
- Signer Authentication
Business Plan – $19.95/user/month
- All Pro features
- Wufoo, Salesforce, CRM’s
- Smart Tags
- Alerts and Status
- Business Reporting
Enterprise Plan – $12.95/user/month
- All Business features
- 10 or more users
- Customizable Documents for Signature
- Customized Document Sending Capacity
- Sign From Emails or Websites
- Batch Send Documents
- All Sign at Once
- Custom API Integration
- Custom Support Plans
- Customized Reporting
- Easy Sign
- WebHook
- Bulk Send
- Instaform
Integrations
Integrations
DocVerify offers integration with the following business systems and applications:
- WuFoo
- Salesforce
- Oracle
- API
- Easy Sign Add On
- WebHook
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
Pomona College, QuikStor, State of Pennsylvania
Available Devices
Windows
Linux
Android
iPhone/iPad
Mac
Web-based
Windows Mobile
Company Size
Small Business
Large Enterprises
Medium Business
Freelancers
Available Support
phone
live support
training
tickets
General Info
DocVerify is an industry standard eSignature solution trusted by both businesses and individuals every day.
Company Email
support@docverify.com
Company's Address
DocVerify, Inc.
2030 Main Street. Suite 1300
Irvine, CA 92614
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Pricing Model
Free
Monthly payment
One-time payment
Annual Subscription
Quote-based
List of Features
- Financial data aggregation
- Portfolio performance
- General ledger
- Document management systems
- Bank feeds
- Market feeds
Pricing Info
Asset Vantage offers three enterprise pricing packages that are dependent on the size and nature of your organization. The cost of each package varies for single-family offices, multi-family offices, and accounting firms. Contact Asset Vantage for a quote on these packages.
A paid trial is available at $499/month.
Integrations
Asset Vantage supports integration with various software and systems. For information, you can get in touch with Asset Vantage.
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
Available Devices
Windows
Linux
Android
iPhone/iPad
Mac
Web-based
Windows Mobile
Company Size
Small Business
Large Enterprises
Medium Business
Freelancers
Available Support
phone
live support
training
tickets
General Info
Asset Vantage is a financial reporting software that seeks to provide support to family offices and trusted wealth custodians.
Company Email
Contact No.
Company's Address
Asset Vantage
One Dock Street Suite 201
Stamford, CT 06902
USA
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Both DocVerify and Asset Vantage were tested by a team of reliable SaaS experts who conducted a full study of all crucial aspects of every product. Their total score was calculated with unique SmartScore algorithm which calculates a separate partial score to each factor including: main features, client support, mobile device support, security, user satisfaction and reviews in other media. Here at FinancesOnline we are aware that useful features are not the only factor essential to a company so we do our best to pay attention to all sides of a solution before giving it a final rating.
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