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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 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/

About OpenDigits

When you work with OpenDigits, you get all the benefits of the latest accounting tech, without sacrificing the human touch. Each company is paired with a professional accountant who uses advanced software to take care of your bookkeeping and provide you with expert financial advice.

Step 1: Meet your dedicated accountant.

Step 2: Seamless document transfer and software setup.

Step 3: We’ll handle the books and you’ll receive monthly financial insights to get your business to the next stage.

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

    No key features associated with this application.

Summary

  • Bookkeeping Tailored to Your Startup Needs

  • Technology That Keeps You Agile

  • Strategic Insights From Real Accountants

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

    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.

FAQs

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

  • What is this service generally used for?
  • OpenDigits provides:

    • Fully Reconciled Books
    • Reports on 15th of Each Month
    • Accrual and/or Cash-Basis Accounting
    • Chart of Accounts Setup
    • Software Setup
    • General Ledger System Setup
    • General Ledger Reports
    • Profit & Loss Statements
    • Balance Sheet Statements
    • Cash Flow Statements
    • Complete Payroll (add-on)
    • Verified Tax Planning Partners (add-on)
    • Professional Valuation Partners (add-on)
  • Does this service integrate with any other apps?
  • OpenDigits integrates with the following:

    • Xero
    • QuickBooks Online
    • Hubdoc
    • Knit Payroll
    • OnPay
  • Who are the main user groups of this service?
  • This service is primarily used by tech startups/SaaS companies.

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

Vendor Information

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

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

Other

Who uses OpenDigits
  • Startups
Languages:
English
Regional Restrictions:
No restrictions.
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