Google Forms
Survey Monkey
Typeform
Qualtrics
Jotform
Wufoo
Paperform
Formstack
VestmarkONE
RobotFX Fluid
Simplewealth
Empirica RoboAdvisor
Scalable
WealthFy
AIRR
Ways2Wealth
VestmarkONE® is an innovative wealth management SaaS solution that simplifies the construction and management of highly tailored portfolios. Wealth management organizations and advisors are positioned to deliver better investor outcomes by simplifying the construction and management of highly-tailored strategies and portfolios. We're trusted by the largest and most respected firms in the industry.
The VestmarkONE platform is a managed account technology platform that lets you build out a diversified asset allocation with securities, active or index-based SMA strategies, mutual funds, ETFs, and cash... all in flexible sleeves... each with different trading discretion... while preserving true sleeve- and tax lot-level portfolio accounting... all in a single custodial account. The VestmarkONE platform enables tax management and personalization across the entire portfolio – at scale – for even the smallest of accounts.
Google Forms VestmarkONENo VestmarkONE videos yet. You could help us improve this page by suggesting one.
One of our customers said: Our small mining operation needed to go from paper based process to digital forms. At first, Google forms allowed us to use this Web-based platform that lets individuals and businesses of all sizes build customizable forms to conduct surveys and generate real-time response charts.
We saw that a small sample of our field workers quickly adopted the new way of working.
Step 1: accomplished.
Now unto step 2.
How do we deploy this unto our whole team? We needed email notifications, offline response collection when without wifi on the field. Our CIO and his director of operations needed deep data and trends analysis as well. Our inspectors, when doing their audits, needed to capture approx. 25 high definition pictures, some audio notes and a video which wasn't really possible with google forms.
So, we can 100% credit the use of google forms to our transition towards a paperless process, but as we navigated saashub.com a little more, we were able to discover a world of alternatives. We strongly suggest to start using google forms before undergoing a big implementation plan towards such enterprise level inspection tools like nspek or even cheaper solutions like prontoforms.
I am not sure if we would start with google's solution first if we would to do this digital transformation all over, but it did allow us to discover it's limits pretty quickly.
At some point, we needed custom fields and functions, and none of us was able to code, so the nSpek training that comes with the application definitely sets it's self apart, giving us full autonomy.
Survey Monkey - Create and publish online surveys in minutes, and view results graphically and in real time. SurveyMonkey provides free online questionnaire and survey software.
RobotFX Fluid - ⭐ ⭐ ⭐ ⭐ ⭐ Searching for the best way to trade forex profitably and be a successful trader? It is free to download and try our expert advisors on demo accounts.
Typeform - Create beautiful, next-generation online forms with Typeform, the form & survey builder that makes asking questions easy & human on any device. Try it FREE!
Simplewealth - Simplewealth is a leading Swiss of robo-advisor. For businesses, we are a provider of white-label technology and investment applications. Based in Zurich, made for European regulation. Contact us today!
Qualtrics - Qualtrics is the most trusted research platform, helping brands make crucial business decisions. From surveys to insights to action.
Empirica RoboAdvisor - Intelligent Robo Advisory Platform for wealth managers with powerful algorithmic engine to execute sophisticated investment strategies. Demo on request.