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Aviso vs Financial Services Cloud Comparison

Overview

Aviso is a sales forecasting and analytics software designed for medium and large enterprises looking for total revenue intelligence...

Financial Services Cloud allows financial services teams to access actionable client insights & deliver personalized advice...

  • Platforms supported
  • Web-based
  • iPhone app
  • Android app
  • Windows Phone app
  • Typical customers
  • Freelancers
  • Small businesses
  • Mid size businesses
  • Large enterprises
  • Customer support
  • Phone
  • Online
  • Knowledge base
  • Video tutorials
  • Platforms supported
  • Web-based
  • iPhone app
  • Android app
  • Windows Phone app
  • Typical customers
  • Freelancers
  • Small businesses
  • Mid size businesses
  • Large enterprises
  • Customer support
  • Phone
  • Online
  • Knowledge base
  • Video tutorials

Screenshots

Pricing

Starting from
/
No info available
/
  • Free trial available
  • No credit card required
  • Free account
  • Subscription based
Starting from
/
No info available
/
  • Free trial available
  • No credit card required
  • Free account
  • Subscription based

User reviews

4.2

(29)

5

4

3

2

1

9

17

3

0

0

  • Value for money
  • Ease of use
  • Features
  • Customer support
100%
would recommend this app

No reviews

5

4

3

2

1

0

0

0

0

0

  • Value for money
  • Ease of use
  • Features
  • Customer support

Pros

It is a good weekly reminder to sit down and revue your deals, good tool to keep accurate pipeline and projections. Very easy to use, good UI.
Aviso has been an excellent Opportunity Management and Forecast Management Solution.
Great for forecasting, however the User Interface is not the greatest when navigating the deals.

Pros

Not enoughreviews yet

Cons

Lack of product level forecasting/predictability.
From an admin standpoint, not being able to update hierarchy has been a struggle. Self service capabilities are limited.
A lot of information, many screens, and sometimes a little confusing (but I would rather have all of the options).

Cons

Not enoughreviews yet

  • Vendor responds to reviews
  • Last review2 years ago
  • Vendor responds to reviews
  • Last reviewN/A

Key features

  • Total features10
  • "What If" Scenarios
  • API
  • Access Control
  • Activity Dashboard
  • Assignment Management
  • Audit Trail
  • Automatic Notifications
  • Client Management
  • Collaboration Tools
  • Communication Management
  • Compliance Management
  • Contact History
  • Customer Database
  • Customizable Reporting
  • Dashboard Creation
  • Data Import/Export
  • Drag & Drop Interface
  • Financial Analysis
  • Financial Management
  • Forecasting
  • Goal Setting / Tracking
  • Historical Analysis
  • Monitoring
  • Multi-Channel Communication
  • Multi-Channel Management
  • Multi-Currency
  • Performance Management
  • Real Time Data
  • Receiving
  • Referral Tracking
  • Reporting & Statistics
  • SSL Security
  • Sales Forecasting
  • Sales Reporting
  • Task Management
  • Third Party Integration
  • To-Do List
  • Trend Analysis
  • Usage Tracking
  • User Management
  • Visual Analytics
  • Total features32
  • "What If" Scenarios
  • API
  • Access Control
  • Activity Dashboard
  • Assignment Management
  • Audit Trail
  • Automatic Notifications
  • Client Management
  • Collaboration Tools
  • Communication Management
  • Compliance Management
  • Contact History
  • Customer Database
  • Customizable Reporting
  • Dashboard Creation
  • Data Import/Export
  • Drag & Drop Interface
  • Financial Analysis
  • Financial Management
  • Forecasting
  • Goal Setting / Tracking
  • Historical Analysis
  • Monitoring
  • Multi-Channel Communication
  • Multi-Channel Management
  • Multi-Currency
  • Performance Management
  • Real Time Data
  • Receiving
  • Referral Tracking
  • Reporting & Statistics
  • SSL Security
  • Sales Forecasting
  • Sales Reporting
  • Task Management
  • Third Party Integration
  • To-Do List
  • Trend Analysis
  • Usage Tracking
  • User Management
  • Visual Analytics

Integrations

  • Total integrationsN/A
  • Facebook
  • Gmail
  • HubSpot CRM
  • HubSpot Marketing Hub
  • Insightly
  • LinkedIn
  • Mailchimp
  • Marketo Engage
  • Microsoft 365
  • Microsoft Outlook
  • Pipedrive
  • QuickBooks Online
  • QuickBooks Online Advanced
  • Salesforce Sales Cloud
  • Shopify
  • Slack
  • SugarCRM
  • Xero
  • Zapier
  • Zoho CRM
  • Total integrations11
  • Facebook
  • Gmail
  • HubSpot CRM
  • HubSpot Marketing Hub
  • Insightly
  • LinkedIn
  • Mailchimp
  • Marketo Engage
  • Microsoft 365
  • Microsoft Outlook
  • Pipedrive
  • QuickBooks Online
  • QuickBooks Online Advanced
  • Salesforce Sales Cloud
  • Shopify
  • Slack
  • SugarCRM
  • Xero
  • Zapier
  • Zoho CRM

Security

  • Encryption of sensitive data at rest
  • HTTPS for all pages (web-based apps)
  • Reports/alerts for security breaches
  • Multifactor authentication options
  • Customer data removed upon service cancellation
  • Encryption of sensitive data at rest
  • HTTPS for all pages (web-based apps)
  • Reports/alerts for security breaches
  • Multifactor authentication options
  • Customer data removed upon service cancellation

Aviso vs. Financial Services Cloud

See how Aviso and Financial Services Cloud stack up against each other by comparing features, pricing, ratings and reviews, integrations, screenshots and security. Compare real user opinions on the pros and cons to make more informed decisions.

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