What we do
- Collect, process and record transactions.
- Automated accounting and integration with ERP systems.
- Integration with Infront – updated marked values.
- Seamless and automated reporting between portfolio and accounts.
- Tax classification.
- Dynamic and adapted to your way of investing.
What you achieve
- Improved decision base.
- Allocation and risk.
- Net asset value.
- Investment control.
- Reduced hourly consumption at accounting and tax issues.
- Mandate control.
- Cash forecast of the yield investments.
- Automated nominee settlements.
- ESG reporting.
- Real estate module.