WebVisionImagineer Technology Group
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About
Import vendors list, chart of accounts, customers’ list, items and other company data. Export all the selected data in just few minutes. It can be done like any report, excel files in a zip format and CSV files. Delete the data in a very simple way, all deleted files will go to bin. And in case of necessity, you can restore it easily. In QuickBooks, it is important to do the process of Import, export and delete data many times according to the situations like when you reinstall the software again, send and receive data to/from accountant, transferring data, deleting unwanted transactions, and many others. It would be difficult to do it manually in case of too much data. That is why we are here to help you to implement the process of Import, export and delete data in minutes. It keep you up to date and save your time and money as well.
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About
WebVision is a highly-secure, fully customizable cloud-based website content management system (CMS) and investor portal platform used by asset managers to address the demands of their clients for access to fund marketing materials, account and fund-level performance data, and other reporting requirements. WebVision is deployable as a fund or investor reporting module connected to an existing website, or as a stand-alone custom website built from the ground up by Imagineer’s in-house design services team. All investor and prospect communications can be automated through this powerful and secure online portal. WebVision can stand on its own, taking data imports from proprietary or other CRM tools, or be fully integrated with Clienteer for even higher levels of control and automation. Utilize the integrated Fiveblocks reputation management platform to analyze user activities, monitor your digital reputation, and build your brand.
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Audience
SMBs searching for an accounting automation software
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Audience
Companies searching for a solution to manage their assets and website content
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Support
Phone Support
24/7 Live Support
Online
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Support
Phone Support
24/7 Live Support
Online
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API
Offers API
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API
Offers API
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
$199 per year
Free Version
Free Trial
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Pricing
No information available.
Free Version
Free Trial
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Reviews/
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Reviews/
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Training
Documentation
Webinars
Live Online
In Person
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Training
Documentation
Webinars
Live Online
In Person
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Company InformationDancing Numbers
Founded: 2020
India
www.dancingnumbers.com
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Company InformationImagineer Technology Group
Founded: 1998
United States
www.imagineertechnology.com/WebVision-Fund-Marketing-and-Reporting
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Categories |
Categories |
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Financial Services Features
Analytics
Branch Optimization
Channel Management
Compliance Management
Customer Engagement
Performance Management
Risk Management
Content Management Features
Audio Content
Customizable Templates
Document Indexing
E-forms
Full Text Search
Image Editor
SEO Management
Text Editor
Version Control
Video Content
Website Management
Equity Management Features
Cap Table Management
Deal Management
Document Storage
ESOP Management
Financial Modeling
Options Management
Participant Portal
Portfolio Management
Private Equity
Public Equity
Valuation Management
Vesting Management
VSOP Management
Virtual Data Room Features
Anonymity Management
Audit Trail
Collaboration
Data Protection
Data Storage Management
Document Tagging
Due Diligence Management
Procurement Management
Project Management
Role-Based Permissions
Secure Preview
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Integrations
QuickBooks Online
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