If you manage the assets and investments of clients, then I am sure that you make investment management decisions as an essential tool that you use in your daily work. However, with so many options, it can sometimes be challenging to decide which solution to choose. So, if you are currently looking for such a tool, here are five functions that you need to look for in investment management software.
Remote and mobile access
If you want to access customer information quickly, you should look for a solution that includes a web interface and a portable option so that you can remotely access relevant data wherever you are. You can quickly enter the system, including through a mobile device, at any time of the day or night to access data, manage investments, make changes, and much more. The ability to manage your clients’ investments for any city in the world is a crucial element, especially if you travel frequently.
Unlimited number of customers
Make sure your investment managers Australia is configured to work with an unlimited number of clients. Even if this is just the beginning, you cannot limit yourself by deciding to use software that limits the number of clients you can handle. The software you select must also serve more than one user. Thus, several people can access the same program, if necessary. You will need to check if additional licenses are required for this type of configuration, as some companies charge extra fees for other users. In fact, in some cases, you may need to grant a license to each user.
Opportunities for effective and flexible reporting
Be sure to select the solution that offers the types of reports you need for your business. Before choosing software, you should see screenshots of the program’s functions, especially when it comes to reports. Take a look at sample reports and, if they are not what you need, look elsewhere. If such screenshots and sample reports are not available on the company’s website, contact them, and get a live demonstration of the solution.
The brand is essential to many companies; therefore, find a solution that allows you to add your name and logo to all correspondence and reports. This should be perfect, not a “one size fits all” look. This will provide a professional look and inspire confidence in customers.
Front to back-office integration
To ensure and increase your business profitability in the future, look for an investment management solution that fully integrates the Front to Back Office process. Front-to-Back Office integration will integrate customer acquisition processes with client and data management applications.
Flexible configuration (and effortless)
Investment management for different clients with different scenarios means that you have to perform individual processes for each of them. This is why the investment management software you choose should enable you to quickly and effortlessly adjust and adjust new rules, regulations, and processes.