Sage Software Solutions (P) Ltd.
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Sage Software’s wealth management solutions are crafted specially to help securities and mortgage brokers, insurance agents, financial advisors and other investment planners to manage their clients efficiently whilst conforming to the intricate and constantly evolving industry regulations.
With all critical information such as those related to risk assessment, financial history and communication served on a single unified platform, Sage Software’s wealth management solution makes it a piece of cake for financial advisors to obtain valuable insights into the preferences and interests of each client.
Sage ERP for Wealth Management at a glance:
• Effective portfolio management
• 360-degree view of clients’ liabilities, insurance, assets, etc.
• Consolidated and real-time reports
• Risk analysis
• Cash flow and currency management
Sage CRM for Wealth Management:
• Instant access to important client information
• Streamlined business processes
• Curb down tedious administrative chores
• Automate standard processes
• Regulatory compliant
• Boost productivity
• Effective team collaboration
• Wealth Management CRM Software
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Sage Group Plc is a leading supplier of business management software and services to more than 6 million customers.
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