Investor management

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Online Consolidation

Investors can login with access to accounts and reports. Implementation can be flexible to allow investors to transact or only view accounts.

Finworks Financial Technology Solutions

Features include

ONLINE
CONSOLIDATION

Investors or members can login online and see realtime market values with returns and cash flows. Combined statement of families, linked entities and all underlying accounts.

CLIENT CRM AND
FRONT OFFICE

Capture all client demographics, bank, tax and relationship details with document management, outstanding requirements and so much more.

ACCOUNT AND TRANSACTION DETAILS

Create accounts, fee structures, documentation, tax certificates and all the features and tools to manage you clients investment.

Contact us for a full list of features.