Was ist WebVision?
Cloudbasierte Lösung, mit der Vermögensverwaltende Website-Inhalte und Investorenportale verwalten können, um die Kundenberichterstattung und das Fondsmarketing zu optimieren.
Wer verwendet WebVision?
Die Lösung wurde für Hedgefonds, Private Equity, institutionelle Vermögensverwaltungen und Vermögensverwaltende entwickelt. Hierbei handelt es sich um eine Equity-Management-Lösung, die bei der Etablierung von Webpräsenz und der Kommunikation mit Kunden hilft.
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Bewertungen über WebVision
Kommentare: For the last several years, we have used them and have been quite pleased.
The software is easy to use but if there is ever an issue, the customer service is very good. They respond right away and are always willing to do a screen share so they can experience what the user is experiencing.
There is nothing that stands out that is unsatisfactory regarding WebVision. Maybe updating us when a new version is available?
Web Vision review
Kommentare: Seven Bridges has used the WebVision platoform for 5+ years and has always had a positive experience. Customer rep. is our main point of contact has always been extremely helpful.
Provides Seven Bridges client easy access to documents we share with them, plus the dynamic aspects of our website allows them to see their asset allocation summary and details. Additionally the Admin functions and MFA are very useful as an adminstrator of the platform.
Kommentare: The trial period that we used was a very valuable experience and it will be reviewed by management for further discussion and usage.
The sophistication of this product is excellent and will be something we will be investigating further as our business grows.
It can take a bit of time to learn and utilize the total functionality of this system but that is normal with any new system.
Great service provider providing enhanced ability
Easy to use and build out with a great team who are willing to go above and beyond.
I dont have any complaints. It is user friendly and the use can be self sufficient in doing Webvision updates.