Our team of experts is ready to help you navigate through a challenging environment and turn potential issues into opportunities.
Our CRM and Back Office solutions allows for a Configurable appropriateness tests, suitable for different regulatory requirements and adjustable rules for setting leverages, deposit amounts. When it comes to our Client Portal, the business-end of your website, controlling the on-boarding process of registration, document uploading and funds management.
Class leading, intuitive CRM, tailored to your brand.
Smart auto-tagging, filters and uber-fast sortable data tables.
Designed to work anywhere and on all screen sizes and devices.
Define how the client front-end displays its data through detailed permission settings.
Client portal is designed with UX in mind, to be ultra simple, presenting data clearly across devices.
Our CRM system is a top rated business solution for many reasons. It comes jam-packed with great features and our open demo to review beta tests and new releases. At the same time we keep things clean and simple, so users with little or no technical knowledge can enjoy our products as well.
In addition, we love to hear from our customers. Want a new feature? No problem! Chances are, it’ll get included in the next release for free. Something complex? No worries, we can talk about that. We’re here to ensure your business runs as smoothly as possible.
We offer the best support and service – its “GREATER THAN” you can imagine! Use our support hotline if you have any questions and our team will respond. Join our community of happy customers today.
