Clover Go vs DashSight

Clover simplifies the lives of small business owners with a tailored, all-in-one point-of-sale (POS) system that enables them to accept payments as well as run and grow their business. Clover Go extends the power of Clover by allowing merchants to accept payments, track sales and manage their business from anywhere on their mobile device. ● Run your business from anywhere: Track sales in real-time, identify your most popular items, view employee performance, and manage your business from your mobile devices (some features require supporting service plans). ● Accept payments easily: Use Tap to Pay on iPhone to accept contactless payments without any additional hardware, or record cash payments. ● Peace of mind with built-in security: Every transaction is encrypted end-to-end to protect your customers’ data and your business. ● Get help whenever you need it: Contact us by phone or email 24/7/365, or ask us to call you from within the app (More>Help>Call me). A Clover merchant account is required to use this app. If you don’t have a Clover merchant account, sign up for Clover at www.clover.com. *Note that rooted or jailbroken devices are not supported due to security risks.

Designed by advisors, the DashSight app was made for financial advisors who want to manage client account activity without the inconvenience of having to leave the main screen. DashSight’s comprehensive dashboard views allow financial advisors to assign tasks, schedule meetings and see client accounts as they should be viewed – in one place at one time. DashSight Features Focus on Advisor Efficiency • Access client households to view contact information, confirm meeting schedules and reference account balances and total household assets under management • Create, edit and monitor existing tasks while assigning new tasks to team members • Access client portals • Send meeting requests to clients DashPro is multifactor authentication-enabled using SMS and biometrics with single sign-on into participating technology platforms including custodians and other institutions.