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Financial Services

Financial Services

Key features

  • 360 Degree Visibility
  • Workflow management
  • Investor Management
  • Fund Raising
  • Deal and Portfolio Management
  • Activity and Task management
  • Outlook integration
  • Mobile – Blackberry, Iphone & Ipad access
  • Covenants and Breach Tracking
  • Reports, Sales Forecasting, Deal Pipeline Management and many more.

Manage Fundraising Opportunities

Keep track of business interaction with prospective and existing LP’s. Maintain LP’s commitment by producing client facing documents and internal pipeline visibility with our customizable dashboard reporting.

Track and report deals

Get the full picture over every deal by tracking and reporting specific deal attributes and metrics using our customizable dashboard reporting for visibility over deal breakdowns, the most active intermediaries and more.

System is fully configured with all Ebidta values etc

Investor Relations

Integrates finance, communication, marketing and more into single reports to gain an effective financial community within your business. Use the software to manage; capital calls, drawdown and commitments tracking using our Customizable dashboard reporting tools for fund mailing activity, LP notices and statements.

Portfolio Monitoring/Credit Risk Monitoring

Set Covenants and Leverages against multiple assets on the system. Use our CRM to monitor Covenants & Breaches visually on Dashboards on your computer or Ipads or a mobile phone. Our system manages workflows to alert people in your company if there is a breach.

Manage balance sheet and accounts information you receive from your borrowers weekly, monthly or quarterly.

Multiple Access

External parties such as LP’s and portfolio companies will have access to the reports to submit information directly. Access on the move with ipad, iphone, blackberry any other browser with internet connection.


Generate Fantastic reports to analyse your credit pipeline, fund reporting, Portfolio Analysis, Investor Analysis report and many more. The system come with 50 predefined reports and allows custom reports to be created with the help of extremely user friendly and intuitive report creation wizard. Slice and dice your data in any way form or shape. Export data to Excel, PDF, HTML, etc. with a few simple mouse clicks.

MultiCurrency Support

Ability to view data in terms of local currency, portfolio currency, or user preferred currency.