Centralise all your setup and management of your trust in one spot.
Have a single repository for your documents and collaborate on documents including check-in and check-out version controls.
Asset reporting dashboards at-a-glance overview of an account’s investments, asset allocations, recent distributions, upcoming distributions, review due date, account recent account notes, account alerts.
Unlimited users, diagrams, business analysis, formatting of text, shapes, version controls, reports, tempates, tasks, audit logs, security and permissions, dashboards with customisation based on package chosen.
You can now create, review, send your invoicing from one spot to get paid faster. Your you can direct debit or b-pay tasks, report and manage your customers in one spot.
A search feature that allows you to search for emails, reports, files, and calendar items by typing in your query in the search box.
Instantly drag and drop a document and link it to a contact, company, category or shared project entity and it will be automatically archived – making files quickly and easily retrievable.
Get a complete notes management solution. Track all personal and shared notes. Each note will include a time stamp and digital signature. Users can create a new note or append to an existing note.
Instantly see all emails that are linked to a specific contact, while you can at the same time see all emails that are incoming and outgoing.
A comprehensive contact management solution that tracks, manages, and automatically links specified contact information in one single spot.
You can import your contacts, company details, categories, projects and tasks either directly from a CSV or Excel file.
We can customise fields and tasks based on your chosen option. Some you can also do for yourself.
Grab pre-built reports spanning information on Angios. This way users can also create custom features on their reports.
Build templates in Microsoft Word and save them. Once created, you can automatically populate those fields in your template.
You can share contacts, companies, projects and create a role-based security to control each users’ access right to add, edit, delete or share.
Standard and customizable dashboards based on your chosen product option that shows relevant information, such as recent sales, opportunities, or task charts. This way you can drill down to find specific user activities.
We can automate and talk to different systems that will enhance your sales lead and management system. We do this based on time and cost.
You can link to MYOB or Zero accounting packages to save time and money.