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iFinance™ Solution Suites
iFinance™ Solution Suites:
 
iFinance™ Wealth Management Suite
Helps you develop, organize and update Financial Products information in a quick and easy way!
Product Library
Product Category
Investment Plan Management
Model Portfolio Developer
  
 
iFinance™ Portfolio Management Suite
Helps you prepare standard or customized Financial Plans and present it to your clients anytime and anywhere!
Virtual Product Library
Fund / Index Performance
Individual Portfolio Developer
Risk Calculator
Currency Trend
Market Trend
Model Portfolio Proposal
  
 
iFinance™ Sales Management Suite
Helps you increase sales anytime, anywhere and any device!
Personalized Portal
Sales Activity Management
Workflow Management
Project Management
 
 
iFinance™ Marketing Suite
Helps you find, get and grow more profitable customers at a lower cost!
Loyalty Client Management
Event Management
Target Marketing
  
 
iFinance™ Client Portfolio Suite
Helps your clients review their portfolio performance anytime and anywhere!
Personal Profile Management
Portfolio Performance Report
Account Management
  

 

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