Upswing's Technology Partners
We're actively seeking best-of-breed technology,web-services, and content partners to extend the benefits of Upswingwith market leaders of complimentary services. A partial list of our current technology partners is below. If you're interested in integrating your applications, tools, and content within the Upswingecosystem, please contact us for more information.
Albridge Solutions is the leading provider of enterprise data management (EDM) and web-based portfolio accounting and performance reporting solutions to financial services. Albridge uses patent-pending, state-of-the art technology to collect transaction and position-level data from settlement and clearing firms, custodians, product companies and proprietary systems then cleanses and normalizes the data to power Albridge Wealth Reporting, our Web-based portfolio accounting and performance reporting solution.
MoneyGuidePro is the first collaborative internet-based financial planning software that makes this easy to accomplish. Its unique client-centered approach supports a sophisticated, goal-oriented planning process that is more meaningful to the client and more productive for the advisor.
LaserApp Software is the financial industry standard in form filling software. Laser App combines state of the art form filling technology with a current library of industry related forms. These forms are programmed with business logic and maintained by Laser App, so reps can focus on selling, rather than completing paperwork. Upswing CRM is integrated with Laser App so financial advisors can easily pre-populate Laser App forms directly from a contacts page.
Quik! is a complete forms automation solution producing professional forms in a fraction of the time. With seamless integration between Upswing CRM and Quik!, financial advisors can quickly choose a client and generate a set of forms that can be completed entirely online before printing.
Coming soon....Jottis a voice-to-text transcription service which allows its users to calla toll-free telephone number and speak for up to 30 seconds. The speechis then transcribed to textusing a combination of software and human transcribers who work in a"sterile environment which also includes medical dictation." Themessage can be sent back to oneself, turned into a reminder, sent to acontact or group, or sent to a third-party "Jott link" such asLiveJournal. Transcribed messages can be delivered to recipients viaemail, text message, or both.