We developed the Equity Product Manager Systems with its various components for the Financial Investment sector.
Consultants and brokers marked the investment products to customers.
The system managed all customer information via the CRM (Customer Relation Management).
Interest calculations, bank payout files and share management where just some of the system tasks.
Commissions and payments where done nationally with a proper top down approach.
This system managed big portfolios for more than 10 years.