Compare Canopy vs WorkWave vs Katipult

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Crozscore:

68%
what is this?
29%
no significant changes

Crozscore:

81%
what is this?
90%
37%
interest rising

Crozscore:

68%
what is this?
32%
interest falling
Canopy screenshot view 2 more WorkWave screenshot view 4 more Katipult screenshot view 2 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:

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.

Software Description:

Katipult allows companies to design, setup, and manage an investment crowdfunding platform across multiple distribution channels including web, mobile, and social media.

Grow Your investor Network
Effectively market your deals to your network of accredited or retail investors. Allow investors to follow and monitor the progress of investments in an easily accessible, centralized platform.

Efficiently Manage Your Investors
End-to-end process automation for all aspects of investor relations. Stop using spreadsheets and email as your primary organizational tools for investor management.

Streamline Your Deal Flow Administration
Back Office tools that enable you to spend less time and money on administration while remaining fully compliant with jurisdictional securities regulation.

Features:

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

Features:

  • Dashboard
  • Scheduling

Features:

Summary:

    No key features associated with this application.

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.

Summary:

    No key features associated with this application.

Pricing:

  • Credit card required: No
  • Pricing on request.

Standard

Free
Included in plan:
  • Digital Signatures
  • Earnings and Repayments
  • Investment CRM

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:

    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.

FAQs:

    No FAQs associated with this application.

Publisher:

Founded:
-
Based in:
Singapore
Employees:
11-50
Likes:
74
Followers:
38

Publisher:

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

Publisher:

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

Other:

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

Other:

Regional Restrictions:
No restrictions.

Other:

Who uses Katipult
  • SMEs
Languages:
Arabic, Spanish, Chinese, Thai, French, German, Indonesian, English
Regional Restrictions:
No restrictions.
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