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.

11+
YEAR OF ESTABLISHMENT
500+
OF CUSTOMERS WORLDWIDE
4.5/5
CUSTOMER RATING

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 Management

Business Management will have client center, project center, document center, firm directory, vendor directory, E-signatures, invoice integration, etc.

Compliance Management

Compliance Management will have compliance calendar, guidelines, alerts, checklists, maps, forms, agreements, review center, cloud storage directory and video library.

Task Management

Delight parents with an online system while also allowing your employees to execute administrative tasks quickly.

Key Features

1

Analysis : By setting rows and columns, Analyses generates financial analyses and statements in minutes.

2

In real-time : They may exchange financial information and ad hoc analysis directly from Excel, allowing them to make more informed financial choices faster.

3

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.

Our clients simply love our work

Rated 4.9/5.0 by 500+ clients for iOS and Android development services on various platforms

#Client's love

My company utilizes ManekTech for assistance with expediting our production. They have provided exceptional service thus far during the numerous projects I have contracted them for, and I continue to work with them. Great company, great team, and great pricing.

Codex Software United States of America

Need a consultation?

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Areas we serve

USA

4100 NW Loop 410,Suite 200San Antonio Texas USA 78229

UK

7 Artisan Place Harrow,HA3 5DS

India

4th Floor, Timber Point,Prahaladnagar Road,Ahmedabad, Gujarat - 380015,

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