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| Feature | ||
|---|---|---|
| Rating |
3.2
|
3.0
|
| Reviews | 5 | 3 |
| Category | Payment Processing | Payment Processing |
| Description |
ProSights is a SaaS solution focused on Fintech, Analytics, Enterprise Software. Founded by Y Combinator alumni, this platform provides innovative tools and services to help companies streamline their operations and achieve their goals. Built with modern technology and user experience in mind, ProSights offers scalable solutions for teams of all sizes. |
There are 300k+ financial advisors in the US using a digital Rolodex to manage their client relationships, and it's time for a makeover. At Thyme we are building the OS for financial advisors that allows them to automatically take notes in meetings (in-person, online, and phone calls), manage their client records with the help of AI, and offer a client portal where clients can track their assets, manage tasks, and even pay for their services. Our users have replaced their legacy CRMs and billing solutions with us while deepening their clients' relationships thanks to our client portal and AI tooling that puts rich context at their fingertips. |
| Website | https://prosights.co/ | https://www.meetthyme.com/ |
| Positives |
"Outstanding performance and great documentation."
Ona Feil Sr. - 5/5
|
"Clean UI and powerful features. Exactly what we needed."
Dahlia Stark - 4/5
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| Negatives |
"Not quite what we expected. Lacking some key features."
Prof. Jakob Johnston I - 1/5
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"Not quite what we expected. Lacking some key features."
Ms. Julie Reynolds - 1/5
|
| Details | View Full Review → | View Full Review → |
