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    Overview
    ProductRatingMost Used ByProduct SummaryStarting Price

    i4invest

    N/AN/Ai4Invest is a web app designed to empower investors by simplifying portfolio management. With real-time tracking, advanced analytics, and comprehensive reporting tools, it offers users a centralized platform to manage all their investments efficiently. Key features include customizable dashboards, live market data integration, and automated syncing with financial accounts. Designed for investors of all levels, i4Invest provides actionable insights to optimize returns and…N/A

    OnRamp

    Score8.5 out of 10
    N/AOnRamp is customer onboarding experience software that aims to make white-glove onboarding and implementation possible at any scale. Their customer-led onboarding solution helps B2B businesses deliver better onboarding experiences, keep customers engaged, and ramp up customer value without ramping up resources or project management busywork.

    $7,164

    per year 3 users

    Pricing
    i4investOnRamp
    Editions & Modules
    No answers on this topic
    No answers on this topic
    Offerings
    Pricing Offerings
    i4investOnRamp
    Free Trial
    NoNo
    Free/Freemium Version
    NoNo
    Premium Consulting/Integration Services
    NoNo
    Entry-level Setup FeeNo setup feeNo setup fee
    Additional Details——
    More Pricing Information
    User Ratings
    i4investOnRamp
    Likelihood to Recommend
    -
    (0 ratings)
    8.5
    (2 ratings)
    Usability
    -
    (0 ratings)
    8.0
    (2 ratings)
    User Testimonials
    i4investOnRamp
    Likelihood to Recommend
    Finvent Technologies Private Limited
    No answers on this topic
    OnRamp Technology, Inc.
    Requesting and collating customer data and submissions is awesome - they see exactly what we need and can work through in their own time. This has been a game changer for us. the timeline is awesome too. it is less appropriate for managing ad hoc tasks internally
    Read full review
    Pros
    Finvent Technologies Private Limited
    No answers on this topic
    OnRamp Technology, Inc.
    • Accountability of certain tasks
    • breaking down what is needed for each task
    • Being able to submit forms or ask for certain information
    Incentivized
    Read full review
    Cons
    Finvent Technologies Private Limited
    No answers on this topic
    OnRamp Technology, Inc.
    • Full management overview of all active projects in a Kansan style board would be good
    • Tracking internal ad hoc tasks for projects like customer reported bugs or features, would be great to have follow up targets and better ways to track allocations for these
    • Better way to return to a task overview after editing sub-task builders (at the moment it returns to the list and not the specific task or module)
    Read full review
    Usability
    Finvent Technologies Private Limited
    No answers on this topic
    OnRamp Technology, Inc.
    It is very easy and great to use. I love how customizable it is and I can structure it for specific clients while also keeping a specifc theme
    Incentivized
    Read full review
    Alternatives Considered
    Finvent Technologies Private Limited
    No answers on this topic
    OnRamp Technology, Inc.
    All of the others are internal only (or at least the features I have tried), and the key value for us with OnRamp is the customer facing portal. the internal project management and task tracking could be better when compared to other platforms - I probably still have a preference for Wrike or Asana personally for internal items
    Read full review
    Return on Investment
    Finvent Technologies Private Limited
    No answers on this topic
    OnRamp Technology, Inc.
    • A great way to keep track of all onboarded clients
    Incentivized
    Read full review
    ScreenShots

    i4invest Screenshots

    Screenshot of the Capital Gains Report provides detailed insights into profits and losses, helping users to make informed decisions and stay compliant with tax regulations.Screenshot of the Dividend Report tracks dividend income, giving users a clear view of returns across their portfolios.Screenshot of the Expense Report categorizes and summarizes financial outflows, enabling better budgeting and expense planning.Screenshot of the all-in-one dashboard is available for real-time portfolio tracking, insights, and performance analysis.