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.

Industry
Finance

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

Tools Microsoft Visual Studio 2017

platform

Platform .NET Framework 4.5

language

Language ASP.NET

architecture

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.

Functionality

Key Features

Key Features
1

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.

2

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

3

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

Web Snapshots-0
Web Snapshots-1

Do you want to build smart app?

Send us your requirements on info@manektech.com or call +91 851 142 8441

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Areas we serve

USA

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

UK

7 Artisan Place Harrow, HA3 5DS

India

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

Germany

Franz-Joseph-Strasse, 11,Munich, 80801, Germany

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