- Multiple users and message locking.
- Instant Access to current status of client entire portfolio.
- Integration with widely used financial applications.
- Financial Information Security.
- Data migration from legacy systems like EZ data, Advisor Assistance etc.
- Offline Synchronization utility.
- Configurable Security Roles
- Web-based hosted solution
- Automated & Interactive Email Management.
- Collect, capture, process, and deploy customer information.
Technologies used in developing the CRM application are:
- ASP.Net 3.0
- PHP
- JSP
- Cold Fusion MX
- Linux
- Apache
- MS SQL Server
- Sybase
- Oracle
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