InvestWell Financial Planning Software for IFAs & RIAs is one of most reliable cost effective tool. This Mutual Fund Software works for both Investors and Distributors.
Mutual Fund Software is used by Mutual Fund Distributors to provide value added services to their investors. A good software must have strong Portfolio tracking capabilities, robust CRM and reliable data accuracy.
InvestWell has been at the forefront of the Mutual Fund industry in providing solutions to Mutual Fund Distributors since the last 18+ years. They have Cloud as well On-Premise solution for Portfolio Management of all assets for your Investors.
Share your screen to any device during a phone call. Just send a link via SMS, email, IM or say the URL to the session.
The viewer enters in seconds with one click. No prompts for registration, installation or downloads.
Features:
Share your entire screen, browser tab or program window
Grant control of the screen to the viewer
Stream HQ videos with sound
See what your viewer is seeing and how they engage with content
Post-session redirect to your landing page
Record your screen and share the recording
CTA widget for warm leads that alerts your sales team the second they request a call
Ideal for selling to hard-to-reach decision-makers such as individuals and small business owners.
Used in verticals where the product is better explained with visuals than words. Insurance sales, solar sales, SaaS sales, selling digital services, mortgage advice, financial services
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CrankWheel's answer:
CrankWheel gives you instant screen sharing. Your viewers just click on a link. There are not pop-ups that nudge them to download an app or register first. You can also record your screen, give control or get electronic signatures in a screen share.
CrankWheel's answer:
CrankWheel is easier to use for everyone and you can share to any device without asking your viewers to download anything.
CrankWheel's answer:
Salespeople who sell to remote clients. Health and Life insurance agents, solar sales agents, digital marketers and people selling home services and consultations to small business owners.
CrankWheel's answer:
An ex-Googler returned home after more than a decade abroad and met a childhood friend with over 15 years of experience in selling insurance over the phone. They decided to develop a solution for salespeople to show their screens without having to go to the prospect's home and show a laptop.
CrankWheel's answer:
CrankWheel is a browser-based screen sharing app that is based on WebRTC.
CrankWheel's answer:
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