Case Study
Smart information consolidation

OBJECTIVE

360° view of all your fund data and a unique user experience for asset management thanks to a dedicated, secure and ergonomic web console. Real-time access to your company’s data from a computer or mobile device.

Key Features

Consolidation of information concerning campaigns, leads, subscriptions, investments, class & NAV on a single screen
Real-time collaborative access to all information
Easily recover all transaction records
Prioritise access to data thanks to management of authorisation by role and profile
Simplified user interface and access to all data from a computer or mobile device
Automatic, dynamic reports which summarise the essential information concerning fund activity
Fast and automatic uploading of the fund positioning periodic review file

Key Advantages

  • 360° view of a fund and its associated data
  • User-friendliness
  • Quick access to transaction records
  • Fund positioning uploading using a csv file
The « All in one » screen provides a 360° view of your activity
Easy access to your asset listing from a computer or a mobile device
Easily follow the progress of your sales campaigns