Description
Key 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
- 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
Details
- Slogan Solutions Focused on Your Business
- Brand color
- Company Name ConvergeSol
- Website www.convergesolution.com/
- Listing categories Accounting & Finance / Document Management Software / Asset Tracking / Finance Software / Financial Management
Software Features
Software Key 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
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