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Engagement Analytics Overview

Engagement Analytics is an investment management software that provides financial professionals with powerful tools to analyze client engagement and portfolio performance. The platform tracks client interactions across various communication channels and provides actionable insights to help investment managers better understand their clients' needs and preferences. Engagement Analytics allows users to track key metrics such as investment performance, asset allocation, and market trends, and presents this data in easy-to-read reports and dashboards. By combining engagement data with financial insights, this software helps firms make more informed decisions, tailor their investment strategies, and improve client satisfaction. Additionally, Engagement Analytics supports regulatory compliance, ensuring that businesses meet industry standards while optimizing their investment strategies. It is ideal for wealth management firms and investment advisors looking to enhance client relationships and boost performance.

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Contact Details

  • Vendor Name Q4
  • Founded 2005
  • Location Canada

Support

  • Email Email
  • Knowledge Base Knowledge Base
  • FAQs/Forum FAQs/Forum

Training

  • Webinar Webinar
  • Documentation Documentation
  • Videos Videos

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

Investment Management, Real Estate, Venture Capital

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Engagement Analytics Features

  • Arrow Icon Accounting
  • Arrow Icon Alerts/Notifications
  • Arrow Icon Financial Analysis
  • Arrow Icon Visual Analytics
  • Arrow Icon For Investors & Traders
  • Arrow Icon For Investment Advisors
  • Arrow Icon Risk Management
  • Arrow Icon Modeling & Simulation
  • Arrow Icon Portfolio Management
  • Arrow Icon Performance Metrics
  • Arrow Icon Compliance Tracking
  • Arrow Icon Bonds/Stocks
  • Arrow Icon Mobile Access
  • Arrow Icon Commodity Futures
  • Arrow Icon Portfolio Rebalancing
  • Arrow Icon Fund Management
  • Arrow Icon Client Portal
  • Arrow Icon Benchmarking
  • Arrow Icon Client Management
  • Arrow Icon Press Release Builder
  • Arrow Icon Campaign Planning
  • Arrow Icon Multi-Channel Distribution
  • Arrow Icon Clippings Management
  • Arrow Icon Social Media Monitoring
  • Arrow Icon Direct Mail Management
  • Arrow Icon Reporting & Statistics
  • Arrow Icon Multi-Channel Marketing
  • Arrow Icon Press Monitoring
  • Arrow Icon Monitoring
  • Arrow Icon Communication Management
  • Arrow Icon Campaign Management
  • Arrow Icon Digital Asset Management
  • Arrow Icon Auto Update
  • Arrow Icon Campaign Analytics
  • Arrow Icon Customizable Reports
  • Arrow Icon Email Distribution
  • Arrow Icon Contact Management
  • Arrow Icon Article Author Database
  • Arrow Icon Search/Filter
  • Arrow Icon Activity Tracking
  • Arrow Icon Media Monitoring
  • Arrow Icon Time on Site Tracking
  • Arrow Icon User Interaction Tracking
  • Arrow Icon Referral Tracking
  • Arrow Icon Goal Setting/Tracking
  • Arrow Icon Multiple Site Management
  • Arrow Icon Campaign Management
  • Arrow Icon Web Traffic Reporting
  • Arrow Icon Pageview Tracking
  • Arrow Icon Site Search Tracking
  • Arrow Icon Keyword Tracking
  • Arrow Icon Heatmaps
  • Arrow Icon Funnel Analysis

Engagement Analytics Pricing

Pricing Type

  • Pricing Type Contact Vendor

Preferred Currency

  • CAD ($) CAD ($)

Free Trial

  • NA

Free Version

  • NA

Payment Frequency

  • NA

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Engagement Analytics FAQs

Engagement Analytics is an investment management software that provides financial professionals with powerful tools to analyze client engagement and portfolio performance. The platform tracks client interactions across various communication channels and provides actionable insights to help investment managers better understand their clients' needs and preferences. Engagement Analytics allows users to track key metrics such as investment performance, asset allocation, and market trends, and presents this data in easy-to-read reports and dashboards. By combining engagement data with financial insights, this software helps firms make more informed decisions, tailor their investment strategies, and improve client satisfaction. Additionally, Engagement Analytics supports regulatory compliance, ensuring that businesses meet industry standards while optimizing their investment strategies. It is ideal for wealth management firms and investment advisors looking to enhance client relationships and boost performance.

  • No, Engagement Analytics does not offer a free version.

  • Yes, Engagement Analytics offers a free trial.

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

  • No, Engagement Analytics does not offer an API.

  • Engagement Analytics offers support with the following options:
    • Email , Knowledge Base , FAQs/Forum

  • Engagement Analytics offers training with the following options:
    • Webinar , Documentation , Videos

  • Engagement Analytics supports the following languages:
    • English

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

  • Engagement Analytics supports the following deployment:
    • Cloud Hosted

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