SPECIALIST REGULATED & NON-REGULATED PRODUCT  ADMINISTRATION

Investment Product Sales Administration

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This is a specialist CRM system for investment businesses requiring complete control of their product sales management
includes application process for ISA transfer management

regulated and non-regulated product management
direct or indirect sales channel management including commissions
real-time investment unit/asset register including transfer history
investor file management including management of investor yield payments
investment pipelines for complete case management
bond book functionality handling investment allocation and maturities
loan book functions for borrower drawdown and repayment management
comprehensive reports and dashboards