Web-based, modular wealth management solution that includes client profiling, asset allocation, and compliance reporting capabilities.
Web-based, modular wealth management solution that includes client profiling, asset allocation, and compliance reporting capabilities.
Customer Reviews
samuel e.
Advanced user of FINFOX ProThis system works best in ensuring there's proper communication between the office and the client for the purpose of client satisfaction.
This system works extremely best in providing the immediate details of an organization accounts for its progress basing on a certain existing compliance initiatives.
Best software for administering of compliance reporting and client management.The software Is therefore of the great use in making work easier in my office thanks to this software I'm really satisfied with the use thus I'm highly recommending others the use of this system it's so wonderful.
With the use of this system I'm able to enhance better interaction between the institution and the client furthermore the system is able to provide vast summarization summary for showing of company's summary.