Automation Of Data Intensive Business Process For Investment Managers

Automates the business process of getting key investment data from 14+ platforms like Nucleus, Standard Life, Transact, Aviva.
Data extraction, mapping, reduction, normalization and persistence
Exception management in an automated fashion
Reconciliation, entitlements and reprocessing
Dashboard and portal for viewing Investment Data at any point in data lifecycle
Integrate with Microsoft Dynamics CRM and related workflow

Slogan Solutions Focused on Your Business
Brand color
Company Name ConvergeSol
Listing categories Accounting & Finance / Document Management Software / Asset Tracking / Finance Software / Financial Management
Customization Not Available

Features

Automates the business process of getting key investment data from 14+ platforms like Nucleus, Standard Life, Transact, Aviva.
Data extraction, mapping, reduction, normalization and persistence