A Multi Asset portfolio manager for deployment within your web site. Also includes exhaustive reporting for the data collected from all the sources including Stock Brokerages and MF Sources.
Keep notes and personal details of all customer interactions, readily available from your mobile devices. Also keep track of tasks for each Customer.
We would love to help Community Groups of home and small business owners become more efficient. Talk to us.
Your business has needs that are not catered to by existing software, we can build one for you.
It is our resolve to improve productivity for business owners by automating tasks to free up time for what they do best, run the business.