Compare CardPointe vs Canopy vs WorkWave

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Crozscore:

82%
what is this?
43%
interest rising

Crozscore:

67%
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28%
no significant changes

Crozscore:

81%
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90%
36%
no significant changes
CardPointe screenshot view 3 more Canopy screenshot view 2 more WorkWave screenshot view 4 more

Software Description:

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).

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.

Features:

Features:

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

Features:

  • Dashboard
  • Scheduling

Summary:

    No key features associated with this application.

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.

Pricing:

  • Credit card required: No
  • Pricing on request.

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:

    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.

Publisher:

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

Publisher:

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

Publisher:

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

Other:

Regional Restrictions:
No restrictions.
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