\nAppvizer's AI guides you in the use or selection of enterprise SaaS software.","FR":"France (Français)","COM":"United States (English)","UK":"United Kingdom (English)","ES":"España (Español)","DE":"Deutschland (Deutsch)","IT":"Italia (Italiano)","BR":"Brasil (Português)","NAVIGATION.ACTIVITY_AREA":"Business sector","NAVIGATION.ALL_ARTICLES_AND_SOFTWARES":"All software and articles","NAVIGATION.NO_ARTICLE_TO_DISPLAY":"No article available","NAVIGATION.SEE_ALL_ARTICLES":"See all articles","NAVIGATION.NO_SOFTWARE_TO_DISPLAY":"No software available","NAVIGATION.SEE_ALL_SOFTWARES":"See all software","NAVIGATION.BACK":"Back","BREADCRUMB.BASE_URL":"Home","CATEGORY.SIBLING_CATEGORIES":"{name}: other categories to discover","CATEGORY.SOFTWARE_GUIDE":"{name}: our software guides","CATEGORY.SOFTWARE_PRESENTATION.TITLE":"{name}: trending solutions","CATEGORY.LATEST_ARTICLES":"Latest articles","CATEGORY.SELECTION_CATEGORIES.TITLE":"{name}: popular categories","CATEGORY.SELECTION_CATEGORIES.TITLE_MOBILE":"Choose a category","CATEGORY.SELECTION_CATEGORIES.TITLE_DESKTOP":"Other categories","CATEGORY.TOPIC.HOW_TO":"{name}: how to manage from A to Z?","CATEGORY.TOPIC.DEFINITION":"{name}: understanding the basics","CATEGORY.TOPIC.SOFTWARE":"{name}: finding the suitable software","CATEGORY.SELECT_CHILD.TITLE":"{name}: popular categories","CATEGORY.SELECT_CHILD.TITLE_MOBILE":"Choose a category","CATEGORY.SELECT_CHILD.TITLE_DESKTOP":"Other categories","CATEGORY.POPULAR_SOFTWARE_CATEGORY.TITLE":"{name}: popular software directories","CATEGORY.POPULAR_SOFTWARE_CATEGORY.DROPDOWN_LABEL":"Other categories","CATEGORY.LOAD_MORE":"Load more articles","CATEGORY.LOADING":"Loading...","CATEGORY.META.TITLE":"{name} News, Articles, Software Programs, and Business Resources","CATEGORY.META.DESCRIPTION":"All the latest news, software reviews and business guides on {name} right here on Appvizer","CATEGORY.SEE_ALL_SOFTWARE":"See all software","CATEGORY.ASSOCIATE_SOFTWARE_CATEGORY.TITLE":"{name} : related categories","CATEGORY.ASSOCIATE_SOFTWARE_CATEGORY.SEE_MORE":"Show more","CATEGORY.ASSOCIATE_SOFTWARE_CATEGORY.SEE_LESS":"Show less","META.TITLE":"Appvizer | Media and Software Comparison Tool for Professionals","META.DESCRIPTION":"Reinvent your business: Thrive and find the best software program for your business with Appvizer","TRANSPARENCY.LABEL":"Learn more","TRANSPARENCY.TEXT":"Transparency is an essential value for Appvizer. 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FundEngine is a powerful software solution designed for financial advisors and investment managers seeking efficient portfolio management. It excels in seamless asset allocation, insightful performance analytics, and automated client reporting, setting it apart from other financial tools.
What are the main features of FundEngine?
Efficient Asset Allocation
FundEngine offers comprehensive tools for efficient asset allocation, allowing financial advisors to create diversified and balanced portfolios with ease.
Customizable asset class filters
Real-time market data integration
Automated rebalancing options
Insightful Performance Analytics
With its focus on insightful performance analytics, FundEngine provides users with deep insights into portfolio performance, enhancing decision-making and strategy development.
Detailed performance tracking and reporting
Comparative analysis against industry benchmarks
Scenario modeling for future forecasting
Automated Client Reporting
The software excels in automated client reporting, simplifying the process of keeping clients informed with up-to-date and accurate data.
Customisable report templates
Scheduled report generation and distribution
Visual data representations for easy comprehension
Streamline customer data and insights with powerful CRM software, improving sales efficiency and customer satisfaction.
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Utilize customizable dashboards and reports to gain a comprehensive view of your sales pipeline, track progress and forecast future sales trends. Collaborate with team members and automate routine tasks to focus on building strong customer relationships.
Customer relationship management software offering a turnkey solution for customer tracking and analysis.
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Salesforce Starter is positioned as an essential customer relationship management (CRM) solution, particularly suited to small and medium-sized businesses looking to boost their customer follow-up. Featuring advanced analysis, contact management, sales opportunity tracking and an intuitive dashboard, it helps companies personalise their approach to customers and optimise their sales strategies.
Organize and streamline your customer interactions with our CRM software. Track leads, deals, and communication all in one place.
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Our CRM software simplifies your sales process with customizable pipelines, automatic data capture, and easy-to-use reporting tools. Stay on top of your sales game with Pipedrive.