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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 Clareti

The Clareti Platform delivers absolute data integrity in the most complex global financial environments. Clareti was first launched in 2011 by a senior team with decades of experience in the field of complex data management and a combined passion for progress. Designed from the ground up to be a faster, more agile visionary data integrity platform that would push the boundaries of innovation while guaranteeing robust control and accountability.

Rapid, scalable and uniquely flexible

  • Faster to deploy than any competitor product, Clareti onboard’s new data, adapts to industry-specific requirements easily and brings control to the most complicated data processing environments.
  • Clareti delivers transparency with powerful real-time visualisation across the enterprise, exceptions are flagged and escalated automatically bringing efficiency and control.
  • Trusted by nearly a hundred enterprise clients around the world, including tier one financial services and major corporates, Clareti has built a reputation as the most innovative data integrity platform on the market.

About InvestWell

InvestWell is a complete white-labeled platform under your brand name, with features loaded to unload your work. This Mutual Fund Software helps to access your client’s portfolio and many more details anywhere, anytime. Other facilities are also available like getting hassle-free online transaction facility and complete access to software under your brand name with a website and apps.
Visit: https://www.investwellonline.com/

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

  • Flexible Integration - no need for an ETL layer

  • No constraining fixed schema with advanced data mapping tools

  • Complex data structures supported

  • Real time data visualisation

  • Integration with DLT

  • Rapid time to market - Deployed in days

  • Machine learning accelerators

  • Flexible rules engine

  • Enterprise Grade - Benchmarked

  • On premise, private and public cloud

Summary

    No key features associated with this application.

Pricing

CORE

$100.00
1 server(s) / month
Included in plan:
  • Financial Portfolio Reports
  • CRM Capabilities
  • Goal Centric Financial Planning
  • Online Transaction
  • All Asset Classes
  • Online Portfolio Access
  • Analytics
  • Goal Centric reports

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 multi-user capability (e.g. teams)?
  • Yes.

  • Does this service offer guides, tutorials and or customer support?
  • Global 24/7 support as standard.

  • Does this service integrate with any other apps?
  • At Gresham, we have taken an Open approach to integration through: Simple file handling (via Java API or ESB such as Spring Integration, Mule or Camel), Message Queuing (via Java API or ESB such as Spring Integration, Mule or Camel), RDBMS (via JDBC or open-source transport such as Spring Data), and a Java plugin at a variety of places in the core platform.

  • What is this service generally used for?
  • Our customers run on massive amounts of highly regulated, financial data... so data integrity is absolutely critical!

    The Clareti platform delivers absolute data integrity in the most complex global financial environments.

  • What platforms does this service support?
  • Clareti is a strategic platform built to control big data.

  • Who are the main user groups of this service?
  • Trusted by nearly a hundred enterprise clients around the world, including tier one financial services and major corporates, Clareti has built a reputation as the most innovative data integrity platform on the market.

FAQs

    What is this service generally used for?
  • It is used to provide wealth management back office for Financial Advisors.

  • Does this service integrate with any other apps?
  • Yes
    * NSE N MF II
    * BSE Star MF
    * Morningstar Advisor Workstation
    * Value Express Analytics
    * Omnimax Financial Planning

  • What platforms does this service support?
  • Windows, Mac, iPhone, Andriod

  • What are some applications this service is commonly used in tandem with?
  • Microsoft Excel
    Adobe PDF
    Microsoft Word
    Microsoft Outlook

  • Who are the main user groups of this service?
  • Financial Advisors and Wealth Management professionals like CFPs, RIAs, MFDs. and their Investors.

  • Does this service offer multi-user capability (e.g. teams)?
  • Yes this financial planning software for distributors in India offers Multi-User Capability.

  • Does this service offer an API?
  • Yes this financial Planning Software Offers API Service

  • Does this service offer guides, tutorials and or customer support?
  • Yes InvestWell Software for Financial Advisors Offers all guides and 24*7 tech support.

Vendor Information

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

Vendor Information

Founded:
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Based in:
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Employees:
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Likes:
Followers:

Vendor Information

Founded:
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Based in:
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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 Clareti
  • Enterprises
Desktop Platforms:
  • Web App
Languages:
English
Regional Restrictions:
No restrictions.

Other

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