Business Management for Financial Services

Management Dashboard

Task Center

Business Center

*Features*

Task Center

Task center allows your team to create a DISCLOSURE PORTAL to manage your client relationships and ongoing projects.

Business Center

Provides resources to MANAGE VENDORS, source opportunities, invoices clients, and update firm policies

Tools

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Source other vendors 

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Build your client base 

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Transfer documents securely

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Onboarding

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Administration

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Forensic / Procedure Testing 

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Consulting Projects 

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Team Operations 

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Compliance 

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Client Delivery 

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Plan for Business Continuity

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Developer Upgrades / API 

Community/Network

Investment Advisors

Funds

Private Funds

Insurance Agents

Accountant / CPA

FinTech

Blockchain

RegTech