Compare Canopy vs eSignLive vs WorkWave

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Crozscore:

67%
what is this?
28%
no significant changes

Crozscore:

91%
what is this?
95%
34%
no significant changes

Crozscore:

81%
what is this?
90%
36%
interest falling
Canopy screenshot view 2 more eSignLive screenshot view 5 more WorkWave screenshot view 4 more

Software Description:

Getting a complete and accurate view of a High Net-worth Individual’s entire wealth portfolio is a challenge for both the individuals and their wealth managers due to the sheer complexity of their assets which are also spread across multiple bank accounts. To address this, we have built Canopy, a platform that allows all assets to be aggregated and viewed as a single portfolio, advanced portfolio analytics, generation of custom reports, and more.

Current aggregation providers typically require data feeds or manual data entry. However, data feeds from private banks remain a challenge to obtain outside of US, and even then, data feeds are not available for alternative investments, holdings with hedge funds or other non-financial assets etc. Here at Canopy, we overcome the lack of data feeds by accepting data in conventional electronic formats including Excel, CSV and electronic PDFs.

Software Description:

Recognized as a leader by top analyst firms, eSignLive is responsible for processing e-signed documents by some of the most trusted and security-conscious brands in the world.

No matter how simple or complex your signing processes are, whether you need to e-sign the occasional electronic contract or process tens of thousands of transactions online, you won’t have to compromise with eSignLive™. You’ll get exactly what you need at a price that suits your budget.

Built on a single SaaS platform that can be deployed in the cloud or on-premises, eSignLive provides highly tailored e-signing experiences and strong legal protection and regulatory compliance.

With nearly 1 billion documents processed every year, eSignLive is the most widely used e-signature solution around the world. Thousands of organizations, big and small, including the leading banks, insurers, credit providers, pharmaceutical and government agencies trust eSignLive as their platform to make business digital.

eSignLive is a wholly owned subsidiary of VASCO, which allows more than 10,000 customers in 100 countries to secure access, manage identities, verify transactions, and protect assets across financial, enterprise, e-commerce, government and healthcare markets.

Software Description:

WorkWave is a cloud-based office management software and mobile workforce management solutions for the field service industry.
It provides services that help companies manage core business processes including invoicing & payment processing, CRM, scheduling & route optimization, material & inventory management, estimating & job costing.
Beside that, there is a full range of marketing services to help their clients succeed in the marketplace.

Features:

  • Customer Management
  • External Integrations
  • Multi-User
  • Notifications
  • Multi-Currency
  • Data Export
  • Data Import
  • API
  • 2-Factor Authentication

Features:

  • API
  • 2-Factor Authentication
  • Multi-User
  • Notifications
  • Contact Management
  • File Sharing
  • File Transfer
  • Data Export
  • External Integrations
  • Data Import

Features:

  • Dashboard
  • Scheduling

Summary:

    No key features associated with this application.

Summary:

  • e-sign on any device

  • Most flexible deployment options: SaaS (public or private), on-premises, or a combination of all three

  • Most comprehensive audit trails: embedded, static and active audit trails

  • Compliant e-signature solution: SOC 2 Type II certified and FedRAMP certified

  • Includes pre-built connectors: Box, Salesforce, Microsoft SharePoint, Microsoft Dynamics CRM

  • White-labeling and brand customization capabilties

  • Robust authentication: Email, Q&A, SMS pincode, support for digital certificates, DIGIPASS, and Knowledge-based authentication

  • Meets your data residency needs with global data centers

  • Responsive design and mobile ready

  • Advanced workflow customization cabailities

Summary:

  • Field Service Management: Improves the day-to-day operations of business by providing a single system of record that automates the entire processes.

  • Fleet Management: It includes Intelligent route optimization solution and GPS solutions.

  • Marketing: Full range of marketing solutions including website design and hosting, SEO, Search Engine Marketing, social media, and more.

Pricing:

  • Credit card required: N/A
  • Pricing on request.

FAQs:

    Who are the main user groups of this service?
  • Financial institutions, private banks, family offices, wealth managers, external asset managers etc.

  • Does this service offer multi-user capability (e.g. teams)?
  • Yes, it does.

  • What are some applications this service is commonly used in tandem with?
  • CRM, Portfolio Management tool, Accounting tool etc.

  • Does this service offer guides, tutorials and or customer support?
  • Yes, it does.

  • Does this service integrate with any other apps?
  • Yes, it does.

  • Does this service offer an API?
  • Yes, it does.

FAQs:

    What platforms does this service support?
  • You can get up and running with eSignLive in the ways:

    1) Standalone web-based service: This option largely satisfies the most common signing workflows and e-contracting use cases– for example, getting your contracts and agreements electronically signed. Simply upload your document, select your signers and begin e-signing in minutes.

    2) Integration: Our solution gives you the ability to add e-signing capabilities into your own applications – whether that’s through your website, your mobile app, or even your home-grown or legacy system. We have an open, industry standard REST API, as well as fully supported SDKs for Java, .NET, APEX and mobile – to help you embed e-signing capabilities in ANY one of your applications.

    3) Pre-built connectors for 3rd party applications: Send and sign your documents without ever leaving 3rd party applications like Salesforce, SharePoint, Box, or Dynamics CRM. With these connectors, we’ve done all the integration work for you – no coding or IT resources are needed to get started with e-signatures inside these business applications that you know and use every day.

    4) We also offer mobile apps so you can get up and running with e-signatures on your mobile device.

  • What are some applications this service is commonly used in tandem with?
  • eSignLive enables enables organizations to integrate e-signing capabilities into
    their web applications, mobile apps and core systems. There’s no software to
    install. Our simple but comprehensive programming tools require only minimal IT
    support so organizations can be up and running in just a few hours.

  • Who are the main user groups of this service?
  • eSignLive provides the most flexible and scalable solution to support your signing needs. eSignLive was designed to be easy to use for all stakeholders: signers, senders and developers. There are a number of ways in which your organization can consume e-signatures and this largely depends on your use case – and whether you need e-signatures embedded inside of an application or not.

  • Does this service offer multi-user capability (e.g. teams)?
  • Multiple signers, multiple signatures per signer, multi-party routing, document and signing order, sequential and parallel workflow – we have your basics covered.

  • Does this service offer guides, tutorials and or customer support?
  • eSignLive has been recognized in the industry for its white-glove treatment when it comes to post-sales customer service with its customer success reps, technical support and professional services teams.

    We also offer an extensive amount of resources for those interesting in e-signatures. Please visit our website to find datasheets, video tutorials, case studies and white papers about eSignLive.

    For developers interested in integrating e-signatures, visit our Developer Community for code samples and documentation.

  • Does this service integrate with any other apps?
  • Our solution gives you the ability to add e-signing capabilities into your own applications – whether that’s through your website, your mobile app, or even your home-grown or legacy system. We have an open, industry standard REST API, as well as fully supported SDKs for Java, .NET, APEX and mobile – to help you embed e-signing capabilities in ANY one of your applications.

  • Does this service offer an API?
  • eSignLive offers a REST-based API to automatically prepare and present documents to each signer. eSignLive receives information about the signing
    process (e.g., names of signers and customer data entered via a web portal) through a web services call that uses REST with a JSON payload.

    eSignLive then automatically prepares the transaction in the background,
    managing details such as the number and order of signers, the authentication
    process and the documents. The person sending out a document for signature
    does not have to prepare anything. They simply click a button from within their
    application and send it. eSignLive takes care of the rest.

    eSignLive also offers a unique way to integrate the signing process into a web
    portal application. Through APIs, eSignLive can present the signing ceremony
    embedded into the web app as an iframe, for a seamless signer experience.

  • What is this service generally used for?
  • Our service is targeted to users who need to get documents e-signed in a legal and compliant way.

FAQs:

    Who are the main user groups of this service?
  • Main users of this solution are field service companies.

  • What is this service generally used for?
  • It is used as a fleet management, office management and mobile workforce management solution.

  • What platforms does this service support?
  • WorkWave is a cloud-based service. Mobile version is run on native mobile apps.

  • Does this service integrate with any other apps?
  • It provides GPS Integration.

  • Does this service offer an API?
  • There is an API available.

  • Does this service offer guides, tutorials and or customer support?
  • It offers: documentation, webinars and live online support.

Publisher:

Founded:
-
Based in:
Singapore
Employees:
11-50
Likes:
69
Followers:
37

Publisher:

Founded:
-
Based in:
Montreal
Employees:
501-1000
Likes:
Followers:

Publisher:

Founded:
-
Based in:
-
Employees:
-
Likes:
6
Followers:
801

Other:

Who uses Canopy
  • SMEs
  • Enterprises
Desktop Platforms:
  • Web App
Languages:
English
Regional Restrictions:
No restrictions.

Other:

Who uses eSignLive
  • Personal
  • Freelance
  • Startups
  • SMEs
  • Agencies
  • Enterprises
Desktop Platforms:
  • Web App
  • Windows
  • Macintosh
Mobile Platforms:
  • iOS
  • Android
Languages:
French, Dutch, Korean, Danish, English, Spanish, Portuguese, Italian, Japanese, Chinese, German, Russian
Regional Restrictions:
No restrictions.

Other:

Regional Restrictions:
No restrictions.
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