Tame Your Business
Software and System Solutions for Finance Professionals
Combines Tasks, Threads, and Templates to deliver clear and efficient workflow for the individual and the business.
Dont miss any step in the review process with our automated threads. Reminds, tracks, and generates all requirements for your reviews.
Set up Service Benchmark standards as per your business models and provide automated tracking of these outcomes. Be able to report and view a client's service deliveries at a click.
We provide customised advice workflow, automated client-suitable communications (email and SMS), automated reminders for ongoing events such as reviews and FDS send-outs, automated tracking of ongoing service package provisioning, and much more.
Automated and pro-active alerts set at the client or portfolio level link workflow to initiate follow up actions and ensure you never miss a step or communication opportunity.
Produce compliant and tailored Statements of Advice (SOAs) based on the client's complete financial position with ease. We can also enhance your SOAs with charts, tables and images, customise and automate the SOA generation process completely.
The online access portal allows clients and advisers to remotely view and manage data and investments. White label branding lets you seamlessly integrate the portal into your business website.
Other Services Available
Managed IT Solutions
Web Development
Customisation for your Business
Helping you find the right IT solutions.
With an extensive background in Software Development, software design as well as business management, we are able to design solutions to suit any situation or business. Just complete our contact form with your requirements and we will get back to you with a description of how we can be of assistance within one business day.