Compare CardPointe vs Investfly vs Floify

You May Also Like

Featured products that are similar to the ones you selected below.

More Information More Information More Information

Crozscore

82%
what is this?
interest falling

Crozscore

71%
what is this?
interest falling

Crozscore

81%
what is this?
no significant changes
CardPointe screenshot view 3 more Investfly screenshot Floify screenshot view 3 more

About CardPointe

CardPointe is CardConnect's powerful payments portal that gives businesses the power to easily integrate, process and manage credit card payments. The CardPointe platform comes with a full suite of products including a Virtual Terminal, plug-and-play retail terminal, Hosted Payment Page, mobile app and device.

Users can easily manage all of their business's credit card transactions and perform actions like set up bill plans and manage PCI compliance by taking the PCI Self Assessment Questionnaire. Every transaction processed with CardPointe is protected by CardConnect's patented tokenization and PCI-validated point-to-point encryption (P2PE).

About Investfly

Investfly is an online trading platform and community where members can manage virtual stock portfolios and build automated trading strategies. Investfly offers a full suite of trading tools and allows users to connect to their brokerage account for live trading.

Founded in 2014, Investfly seeks to remove the complexity from trading, allowing anyone to take their idea and turn it into an investment strategy.The suite of tools are both straightforward and powerful making Investfly a valuable platform for both beginners and professionals.

Users without coding knowledge can develop automated trading systems with simple strategy-building tools, run advanced stock screens and set real-time price alerts. Other features include social forums, cloning/following capabilities and interactive trading competitions.

About Floify

Designed for loan originators and mortgage professionals, Floify is the mortgage industry's leading point-of-sale solution that streamlines the loan process by providing a secure communication and document portal between the lender, borrower, and other mortgage stakeholders. Loan originators use Floify to collect and verify borrower documentation, track loan progress, communicate with borrowers and real estate agents, and close loans faster. Request a free demo today - plans start at $29/month!

Features

  • 2-Factor Authentication
  • API
  • Batch Permissions & Access
  • Customer Management
  • Data Export
  • Data Import
  • External Integrations
  • Multi-Currency
  • Multi-User
  • Notifications
  • BitCoin
  • PayPal
  • Stripe

Features

  • 2-Factor Authentication
  • API
  • Batch Permissions & Access
  • Customer Management
  • Data Export
  • Data Import
  • External Integrations
  • Multi-Currency
  • Multi-User
  • Notifications
  • BitCoin
  • PayPal
  • Stripe

Features

  • 2-Factor Authentication
  • API
  • Batch Permissions & Access
  • Customer Management
  • Data Export
  • Data Import
  • External Integrations
  • Multi-Currency
  • Multi-User
  • Notifications
  • BitCoin
  • PayPal
  • Stripe

Summary

    No key features associated with this application.

Summary

  • Automated trading without any need for coding.

  • Algorithmic trading made easy.

  • Stockalert and trade with real-time data.

Summary

  • Integrations with more than 50 credit reporting agencies, 5 LOS providers, and 3 eSignature/disclosure vendors

  • Automated email/text status updates for borrowers, real estate agents, and partners

  • Intuitive document portal with unlimited storage

  • Mobile optimized, customizable, and embeddable interview-style 1003 mortgage application

Pricing

Premium

$19.99
1 user(s) / month
Included in plan:
  • Run Automated Trading Strategy
  • 5 Virtual Portfolios
  • Unlimited Trade Triggers
  • Stock alert notification via Email

Elite

$49.99
1 user(s) / month
Included in plan:
  • 10 Virtual Portfolios
  • Stock alert notification via Email and SMS
  • Connect Broker Account and Trade Live

Pricing

Team

$225.00
5 user(s) / month
Included in plan:
  • Secure Borrower Portal
  • Status and Milestone Updates via Email and Smartphone Apps
  • Mobile Apps for Android and Apple Devices
  • Borrower eConsent
  • White-labeled Templates
  • Unlimited Storage
  • Customizable, Online 1003 Application with Authorization to Pull Credit and Consent for eSignature
  • Custom Fields, Layouts, and Business Rules
  • Progressive Web Apps
  • Realtor/Referral Partner Portal
  • On-demand Pre-Approval Letters
  • SMS/Text Notifications
  • Custom HTML Email Signature
  • Suite of Productivity Integrations
  • Automated Asset and Income Verification
  • Company Dashboard

Business

$49.00
1 user(s) / month
Included in plan:
  • Secure Borrower Portal
  • Status and Milestone Updates via Email and Smartphone Apps
  • Mobile Apps for Android and Apple Devices
  • Borrower eConsent
  • White-labeled Templates
  • Unlimited Storage
  • Customizable, Online 1003 Application with Authorization to Pull Credit and Consent for eSignature
  • Custom Fields, Layouts, and Business Rules
  • Progressive Web Apps
  • Realtor/Referral Partner Portal
  • On-demand Pre-Approval Letters
  • SMS/Text Notifications
  • Custom HTML Email Signature
  • Suite of Productivity Integrations
  • Automated Asset and Income Verification
  • Company Dashboard

Basics

$29.00
1 user(s) / month
Included in plan:
  • Secure Borrower Portal
  • Status and Milestone Updates via Email and Smartphone Apps
  • Mobile Apps for Android and Apple Devices
  • Borrower eConsent
  • White-labeled Templates
  • Unlimited Storage

FAQs

    What is this service generally used for?
  • CardPointe is a powerful platform that allows businesses to simply and securely accept and manage credit card payments.

  • Who are the main user groups of this service?
  • CardConnect processes payments for businesses of all sizes. CardPointe is most often used by small to medium-sized organizations of all industry types.

FAQs

    Does this service offer guides, tutorials and or customer support?
  • Yes. Investfly offers extensive set of guides and resources for users to get started and has an active customer support too.

  • What is this service generally used for?
  • For paper trading and performing automated trades defined by a set up rules that performs auto-trades without human interference.

  • Does this service offer multi-user capability (e.g. teams)?
  • No.

  • What platforms does this service support?
  • Investfly supports both Android and IOS app.

  • Does this service integrate with any other apps?
  • Yes. Investfly enables connecting 3 broker accounts: Interactive Broker. Tradier Brokerage and Just2Trade.

  • What are some applications this service is commonly used in tandem with?
  • Stock Charts, Google Finance, Yahoo Finance, Interactive Broker, Tradier, Just 2 Trade

  • Who are the main user groups of this service?
  • Stock traders of any level from beginner to professionals.

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

FAQs

    Who are the main user groups of this service?
  • Loan originators and other mortgage professionals.

  • What is this service generally used for?
  • Streamlining the mortgage origination process.

Vendor Information

Founded:
-
Based in:
King of Prussia
Employees:
201-500
Likes:
1.09k
Followers:
2.47k

Vendor Information

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

Vendor Information

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

Other

Who uses CardPointe
  • Freelance
  • Startups
  • SMEs
  • Agencies
  • Enterprises
Desktop Platforms:
  • Web App
Mobile Platforms:
  • iOS
  • Android
Languages:
English
Regional Restrictions:
No restrictions.

Other

Who uses Investfly
  • Personal
Desktop Platforms:
  • Web App
Mobile Platforms:
  • iOS
  • Android
Languages:
English
Regional Restrictions:
United States

Other

Who uses Floify
  • Personal
  • Freelance
  • Startups
  • Agencies
  • Enterprises
Desktop Platforms:
  • Web App
  • Windows
  • Macintosh
Mobile Platforms:
  • iOS
  • Android
Languages:
English
Regional Restrictions:
No restrictions.
Back to top