Custom Financial Reporting Solution for a Financial Advisory Firm
A financial advisory firm turned to us for a custom solution that allowed them to generate complex financial reports with tailored metrics, helping them provide more detailed advice to their clients.
Full Features List
Account Management: Customer account creation, management, and update.
Transaction Management: Support for deposits, withdrawals, fund transfers (internal and external), and payment processing.
Loan Management: Processing loan applications, repayments, interest calculations, and loan disbursements.
Interest and Fee Calculations: For savings, loans, and other financial products.
Customer Profile Management: Maintain a detailed record of customer interactions, history, and preferences.
KYC (Know Your Customer) Compliance: Collect and verify identity information to prevent fraud
Accounting & Financial Reporting
General Ledger, Financial Statements, Tax Reporting, Asset Management
Investment and Wealth Management
Financial Dashboards: Real-time financial reporting and monitoring tools.
Security and Data Privacy
And much more to explore and customize
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Get Started With Your Automated Financial Reporting Tool Development Solutions Today
Reach out to itgeliyor and start transforming your business process with our custom solutions.