Online Finance Management Web Application
It is a consortium of compliance, consulting, and business management solutions designed to help boutique investment firms to structure, maintain, and develop their internal regulatory review programs. RIA compliance and task management tools integrated onto the one-login system.
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Overview
It is a consortium of compliance, consulting, and business management solutions designed to help boutique investment firms to structure, maintain, and develop their internal regulatory review programs. RIA compliance and task management tools integrated onto the one-login system. Our software consists of RIA Consults-Roberson Consults Group, a compliance consulting firm, RIA Review, a compliance management system, Broker and Dealer Review, a Hybrid-management system (est. in 2020) *, and FIN Lancer, a Business/Task Management system.
Tools Microsoft Visual Studio 2017
Platform .NET Framework 4.5
Language ASP.NET
Architecture SQL Server 2014
Functionality
Business ManagementBusiness Management will have client center, project center, document center, firm directory, vendor directory, E-signatures, invoice integration, etc.
Compliance ManagementCompliance Management will have compliance calendar, guidelines, alerts, checklists, maps, forms, agreements, review center, cloud storage directory and video library.
Task ManagementDelight parents with an online system while also allowing your employees to execute administrative tasks quickly.
Key Features
Financial conclusion : You may link to essential business apps in Excel to receive a comprehensive picture of your necessary month-end, quarter-end, or year-end data.
Analysis : By setting rows and columns, Analyses generates financial analyses and statements in minutes.
In real-time : They may exchange financial information and ad hoc analysis directly from Excel, allowing them to make more informed financial choices faster.
Web Snapshots
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