Software Alternatives, Accelerators & Startups

VestmarkONE VS Typeform

Compare VestmarkONE VS Typeform and see what are their differences

VestmarkONE logo VestmarkONE

For over twenty years, wealth management firms, investment managers and advisors have turned to Vestmark to help them scale and grow their businesses.

Typeform logo 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!
  • VestmarkONE Vestmark Homepage
    Vestmark Homepage //
    2024-02-05
  • VestmarkONE VestmarkONE Landing Page
    VestmarkONE Landing Page //
    2024-02-05

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.

  • Typeform Landing page
    Landing page //
    2023-10-11

VestmarkONE

Pricing URL
-
Release Date
2001 April

Typeform

Release Date
2012 January
Startup details
Country
Spain
State
Catalonia
City
Barcelona
Founder(s)
David Okuniev
Employees
100 - 249

VestmarkONE videos

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Typeform videos

Typeform Review - Beginners to Expert Guide PREVIEW by Bizversity.com

More videos:

  • Review - Typeform Killer On LTD? Maybe not but... Aidaform Review
  • Review - Typeform - Survey and Research Tool for Digital Marketers

Category Popularity

0-100% (relative to VestmarkONE and Typeform)
Finance
100 100%
0% 0
Surveys
0 0%
100% 100
Investing
100 100%
0% 0
Form Builder
0 0%
100% 100

User comments

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Reviews

These are some of the external sources and on-site user reviews we've used to compare VestmarkONE and Typeform

VestmarkONE Reviews

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Typeform Reviews

9 Survey Monkey Alternatives for Your 2024 Market Research
Typeform can help businesses upgrade their user engagement through surveys due to its visually appealing and interactive design. The platform is known for its sleek, minimalist interface that makes surveys feel less like a chore and more like a conversation.
10 Best Customer Feedback Tools in 2024 – Comparison | Updated List
Typeform is a user feedback tool that businesses can use to interact with customers individually, making it look like a real conversation. It is a web-based customer feedback software that allows you to create surveys without writing any code. This tool helps you create engaging forms, surveys, and quizzes that people love to answer.
15 best user onboarding software you need to try in 2023
Here’s another neat specialist product for on oft-overlooked function. Typeform helps you create attractive, easy to complete forms for customer feedback, quizzes, and other quick interactions. Their templates are designed to spur users to want to get in touch, rather than ignore or minimize pop-ups.
10 Better Alternatives to Survey Monkey for Comprehensive Data Collection
Typeform stands out as a compelling alternative to Survey Monkey, particularly for those who prioritize interactive and visually appealing surveys. Its conversational format and beautiful design options make it an ideal choice for creating engaging forms and surveys. While it offers a free plan with basic features, the paid plans provide extensive customization and...
Source: www.zoho.com
Typeform Alternatives: Tools for Surveys, Forms, and Quizzes
The biggest downside of Typeform is the lack of protection from bots. Setting up a form of security such as a standardized captcha is challenging. As soon as a survey goes live, it is publicly posted on the Typeform website. This makes it widely available to bots and spam.
Source: survicate.com

Social recommendations and mentions

Based on our record, Typeform seems to be more popular. It has been mentiond 17 times since March 2021. We are tracking product recommendations and mentions on various public social media platforms and blogs. They can help you identify which product is more popular and what people think of it.

VestmarkONE mentions (0)

We have not tracked any mentions of VestmarkONE yet. Tracking of VestmarkONE recommendations started around Mar 2021.

Typeform mentions (17)

  • How well validate your idea before launching?
    Create a customer survey to collect insight on Typeform. Source: over 1 year ago
  • What are the best tools for conducting (customer) interviews?
    If it's feedback forms, you can simply use https://typeform.com/ and use conditions in the questions (e.g. If the User selected option X, show next question Y, etc.). Source: over 1 year ago
  • Wondering what this type of form is called? I'm assuming it's using JS and not CSS animations. (Remove if not allowed)
    Its from typeform.com and it looks to be their own proprietary code, I couldn't see any specific libraries they were using. Source: over 1 year ago
  • Has anyone ever heard about fends.co ? Is it legit or its a total scam?
    Not any social medias, not a single review on trustpilot, not a single piece of verifiable information that their thing is legit, nothing. And also the weird thing that I saw is when you go take their survey so they can take your commission, they sent you to a weird ”typeform.com” link which apparently is a website that allowed them to have a web based platform they can use to create surveys without needing to... Source: almost 2 years ago
  • complex survey / personality test: how to implement?
    What is the best way to implement quite complex, personality surveys into a flutter app? It`d be perfect if I could directly integrate typeform (typeform.com) et al, but haven`t found anything yet, except to embed it in a webpage... Any other ideas? Source: about 2 years ago
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What are some alternatives?

When comparing VestmarkONE and Typeform, you can also consider the following products

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.

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.

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!

Google Forms - Simple web forms from Google.

Empirica RoboAdvisor - Intelligent Robo Advisory Platform for wealth managers with powerful algorithmic engine to execute sophisticated investment strategies. Demo on request.

Jotform - Free Online Form Builder & Form Creator