Online Financial Planner vs Request vs Sorbet
Description
Online Financial Planner
In the hustle and bustle of managing personal and family finances, it’s easy to feel overwhelmed by the constant barrage of bills, savings goals, and investment opportunities. Online Financial Planner... Read More
Request
Request Software is designed to simplify your purchasing process in the cloud-based software space. We understand that choosing the right software can be overwhelming with so many options and features... Read More
Sorbet
Sorbet is designed to streamline employee benefits and perk programs, making it easier for companies to manage these aspects and for employees to understand and maximize their benefits. For businesses... Read More
Contact Info
Year founded :
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South Africa
http://www.linkedin.com/company/online-financial-planner
Year founded :
2011
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Brazil
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Year founded :
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Australia
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Features
Personalized Advice
Customized Action Plans
Financial Health Check
Investment Planning
Portfolio Management
Retirement Calculators
Debt Management
Debt Snowball Calculator
Credit Score Tracker
Budgeting Tools
Spending Analysis
Monthly Budget Tracker
Goal Setting
Financial Goals Dashboard
Savings Planner
Analytics and Reporting
Custom Reports
Data Export
Usage Metrics
Customer Support
Ticketing System
Live Chat
Knowledge Base
User Management
Role Assignments
Access Control
User Onboarding
Project Management
Deadline Reminders
Team Collaboration
Task Tracking
Financial Management
Expense Tracking
Budget Planning
Invoice Generation
Reporting & Analytics
Performance Metrics
Data Visualization
Custom Reports
Pricing
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Metrics History
Metrics History
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