Wealthport Overview

Wealthport is a sophisticated integration software designed to connect and synchronize various business applications, ensuring seamless data flow and enhanced operational efficiency. This comprehensive platform offers a range of features, including API management, data mapping, real-time synchronization, and workflow automation, enabling businesses to integrate disparate systems effortlessly. Wealthport facilitates the integration of CRM, ERP, marketing, and other essential business tools, providing a unified view of organizational data and processes. The software’s intuitive interface allows users to create and manage integrations without extensive technical expertise, reducing the time and resources required for implementation. Additionally, Wealthport includes robust monitoring and error-handling capabilities, ensuring that integrations run smoothly and any issues are promptly addressed. With its scalable architecture and flexible functionality, Wealthport empowers organizations to optimize their technology ecosystem, enhance data accuracy, and drive business growth through effective system integration.

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Contact Details

  • Vendor Name Onedot
  • Founded 2014
  • Location Switzerland

Support

  • Email Email
  • Phone Phone

Training

  • In-person In-person
  • Live Online Live Online
  • Webinar Webinar
  • Documentation Documentation

Licensing & Deployment

  • Proprietary Proprietary
  • Cloud Hosted Cloud Hosted
  • Web-Based Web-Based

Typical Customers

  • Self-Employed Self-Employed
  • Small-Business Small-Business
  • Midsize-Business Midsize-Business

Languages Supported

English


Industries

Retail

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Wealthport Features

  • Arrow Icon Multiple Data Sources
  • Arrow Icon Database Support
  • Arrow Icon Dashboard
  • Arrow Icon Workflow Management
  • Arrow Icon Data Connectors
  • Arrow Icon Reporting/Analytics
  • Arrow Icon Data Synchronization
  • Arrow Icon Data Import/Export
  • Arrow Icon Web Services
  • Arrow Icon Real-Time Data
  • Arrow Icon Data Management
  • Arrow Icon Data Warehouse
  • Arrow Icon API
  • Arrow Icon Data Extraction
  • Arrow Icon Data Aggregation and Publishing
  • Arrow Icon Configurable Workflow
  • Arrow Icon Third-Party Integrations
  • Arrow Icon Access Controls/Permissions

Wealthport Pricing

Pricing Type

  • Pricing Type Contact Vendor

Preferred Currency

  • USD ($) USD ($)

Free Trial

  • NA

Free Version

  • NA

Payment Frequency

  • Annual Subscription Annual Subscription

Wealthport FAQs

Wealthport is a sophisticated integration software designed to connect and synchronize various business applications, ensuring seamless data flow and enhanced operational efficiency. This comprehensive platform offers a range of features, including API management, data mapping, real-time synchronization, and workflow automation, enabling businesses to integrate disparate systems effortlessly. Wealthport facilitates the integration of CRM, ERP, marketing, and other essential business tools, providing a unified view of organizational data and processes. The software’s intuitive interface allows users to create and manage integrations without extensive technical expertise, reducing the time and resources required for implementation. Additionally, Wealthport includes robust monitoring and error-handling capabilities, ensuring that integrations run smoothly and any issues are promptly addressed. With its scalable architecture and flexible functionality, Wealthport empowers organizations to optimize their technology ecosystem, enhance data accuracy, and drive business growth through effective system integration.

  • No, Wealthport does not offer a free version.

  • Yes, Wealthport offers a free trial.

  • No, Credit Card details are not required for the Wealthport trial.

  • Wealthport supports the following payment frequencies:

    • Annual Subscription

  • No, Wealthport does not offer an API.

  • Wealthport offers support with the following options:
    • Email , Phone

  • Wealthport offers training with the following options:
    • In-person , Live Online , Webinar , Documentation

  • Wealthport supports the following languages:
    • English

  • Following are the typical users of the Wealthport:
    • Self-Employed , Small-Business , Midsize-Business

  • Wealthport supports the following deployment:
    • Cloud Hosted

  • Wealthport supports the following devices and operating systems:
    • Web-Based