vcita

NOAWARDS
YET
Pricing:
by quote
Pricing Model
Pricing Model
Free
Monthly payment
One-time payment
Annual Subscription
Quote-based
List of Features
List of Features
- Execution Management System
- Investor Accounting
- Order Management System
- Portfolio Accounting
- Commission Management
- Compliance & Regulatory Reporting
- Data Management
- Investor & Portfolio Accounting
- Market Data
- Operations
- Order Management
- Portfolio Analytics & Modeling
- Risk & Performance
- Trade Execution & Analytics
Pricing Info
Pricing Info
Eze Software Investment Suite’s enterprise pricing details are available by quote only. Contact Eze Software directly for detailed pricing information.
Integrations
Integrations
Eze Software’s best-of-breed applications can be combined together to create a robust, tightly integrated front-to-back solution, or integrated with third-party systems.
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
Kriya Capital, Pax World Management, Salt Rock Capital Partners
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
Eze Software Investment Suite is a full-featured investment management solution designed to meet the requirements of buy-side and sell-side asset managers.
Company Email
Contact No.
Company's Address
12 Farnsworth Street
Boston, MA 02210
USA
Eze Software Investment Suite Comparisons
Popular Eze Software Investment Suite Alternatives
Pricing Model
Free
Monthly payment
One-time payment
Annual Subscription
Quote-based
List of Features
- Be in sync with your phone and calendar
- Built-in appointment scheduling and services menu
- Client interactions management
- Contact form Facebook plugin
- Customizable forms, and styles text and fields
- Forms for any web platform
- HTML contact form generator
- Manage your calendar on any device
- Minimize “no shows”, simplify rescheduling
- Perfect fit to Facebook, mobile, and websites
- Predefined services and meeting options
- Proactive contact form choices for your website
- Reminders, email confirmation, and autoresponder
- Schedule with multiple employees
- Secure an online payment upfront
- Self-service appointment scheduling for your clients
- CRM
- Email and SMS marketing
- Invoicing
- Client portal
Pricing Info
vcita offers 3 plans as well as a 14-day free trial.
Essentials – $19/month ($29/month when billed monthly)
- Online scheduling plan: $12/Month
- All Free features, plus:
- Online appointment booking & event registration
- Online payments
- 1,000 clients
- Email support
- Single user
Business – $45/month ($59/month when billed monthly)
- All Essentials features, plus:
- Email marketing and SMS campaigns
- Coupons
- Client text messages (SMS)
- Client tags & follow-ups
- 3rd party integrations & analytics
- 5,000 clients
- Free onboarding session, email & phone support
Platinum Solo- $75/month ($99/month when billed monthly)
- All Business features, plus:
- Auto-assign rules
- Custom email & SMS notifications per service
- Set your own LiveSite domain
- Unlimited clients
- Free onboarding session, priority support
Platinum 2 to 4 staff members – $91/month ($119/month when billed monthly)
- All Business features, plus:
- Staff roles & permissions
- Auto-assign rules
- Custom email & SMS notifications per service
- Set your own LiveSite domain
- Unlimited clients
- Free onboarding session, priority support
Integrations
vcita supports the following integrations:
- Wix
- Weebly
- WordPress
- Duda
- Square
- Drupal
- Gmail
- Google Calendar
- Constant Contact
- Mailchimp
- PayPal
- Stripe
- Zapier
- Quickbooks
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
Silicon Valley Research Group, Landmark Tax Group, MDV Custom Cakes
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
A multi-featured customer service and business management software for service providers and professionals such as consultants, accountants, lawyers, and others. This solution utilizes essential tools to manage everyday tasks such as calendar and online scheduling, email and SMS marketing, client portal and management, lead generation, and billing and invoicing.
Company Email
Contact No.
Company's Address
10777 Main Street
Suite 203
Bellevue, WA 98004
vcita Comparisons
Popular vcita Alternatives
When you pick a solution that you are sure will be an actual asset for your team you shouldn’t only limit yourself to what professionals have to say about it. Quite frequently personal experience with the service will vary, depending on specific preferences and needs. This is why in our reviews we also give our User Satisfaction Rating for every service to give you an immediate impression of how real users of Eze Software Investment Suite and vcita estimate their experience with the app. Our algorithm is based on detailed analysis of product mentions on other websites, social networks as well as blogs, so you will get a comprehensive and reliable landscape of what other clients think about each solution. In this example Eze Software Investment Suite got a total satisfaction rating at 100% while for vcita 100% of users express they had an enjoyable experience with it.
Page last modified