Patriot Software
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
- Einstein Analytics
- B2C Client Data Model
- Client and Household Profiles
- Financial Goal Management
- Wallet Share Calculations
- Client and Household List Segmentation
- Needs Assessment Options
- Alerts/Notifications
- Advisor Home Page
- Household and Relationship Groups
- Relationship Mapping
- Financial Account Management (Wealth and retail Banking)
- Custom Financial Rollup Summaries
- Wealth Reports and Dashboards
- Referral Management
- Banker Console
- Banking Data Model Extensions
- Flexible Integration Options
- Account and Contact Management
- Advanced Case Management
- Case Email Auto-Response
- Case Management
- Chatter Options
- Collaborative Forecasting
- Configurable Profiles
- Computer Telephony Integration (CTI)
- Developer Sandbox
- Email Integration
- Enterprise Territory Management
- Integration via Web Service API
- Lead Management
- Opportunity Tracking
- Orders Management
- Task Management
- Workflow Automation
Pricing Info
Pricing Info
Salesforce FInancial Services Cloud currently has three editions for you to choose from: Financial Services Cloud Professional, Financial Services Cloud Enterprise, and Financial Services Cloud Unlimited. These are bundled according to the types of features you need and the number of functionalities you want. However, the vendor does not offer their pricing details publicly, so be sure to get in touch with their representatives for more information.
Integrations
Integrations
Salesforce Financial Services Cloud can be used alongside the other productivity tools in the Salesforce Suite. Moreover, it has a custom functionality to connect with DriveWealth, at third-party open API. This allows it to integrate with a multitude of applications, build Lightning components to extend the platform, and more. For more details about the integrations Salesforce FInancial Services Cloud can support, don’t hesitate to contact the vendor.
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
Farmers Insurance, OneUnited Bank, United Capital, and Central Bank
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
Salesforce Financial Services Cloud is a wealth management platform that lets you manage your finances in line with CRM goals.
Company Email
Contact No.
Company's Address
The Landmark at One Market
Suite 300, San Francisco, CA 94105
United States
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Pricing Model
Free
Monthly payment
One-time payment
Annual Subscription
Quote-based
List of Features
- Free expert support
- Free payroll setup
- Free direct deposit
- Free employee portal
- Free workers’ comp integration
- Fast, unlimited, and flexible payrolls
- Customizable payroll
- No mobile app needed
- Printable W-2s
- We’ll file and deposit federal taxes
- We’ll file and deposit state taxes
- We’ll file and deposit local taxes
- Year-end tax filings
Pricing Info
Patriot Software offers the following basic and enterprise pricing:
Basic Payroll – $10/month (+ $4/month per employee)
- Run unlimited payrolls, 24/7
- Pay hourly & salary employees
- Flexible pay schedules
- Accurate and secure
Full Service Payroll – $30/month (+ $4/month per employee)
- Run unlimited payrolls, 24/7
- Accurate and secure.
- End of the year tax filing completed at no extra charge
- We’ll file & deposit all federal, state, and local taxes.
- Tax filing in additional states is $12/mo per state.
Integrations
- Plaid (banking integration)
- QuickBooks Desktop (iif file)
- QuickBooks Online
- Card Connect
- Patriot Accounting Software
- Patriot time and attendance software
- Patriot HR
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
Younique Creations, Carpe Diem Coffee Shop, Love City Car Ferries
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
Patriot Software is a budget-friendly payroll solution available in two versions: Basic Payroll and Full Service. The Basic payroll lets small businesses run payroll in simple 3-steps, but payroll tax deposits and filings need to be handled separately. The Full Service version handles the same as Basic plus payroll tax deposits and payroll tax filings.
Company Email
Contact No.
Company's Address
4883 Dressler Rd. NW, Suite 301
Canton, OH 44718
USA
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Both Salesforce Financial Services Cloud and Patriot Software were evaluated by a group of independent SaaS experts who carried out a full analysis of all crucial aspects of every product. Their total rating was prepared by means of unique SmartScore model that calculates a separate partial score to every element such as: main features, customer support, mobile device support, security, user satisfaction as well as media presence. Here at FinancesOnline we are aware that useful features are not the only thing important to a company so we do our best to pay attention to all sides of a service before calculating its final score.
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