BailRx Inc

Michael Brown

Technical & Operations Executive
BailRx Inc.
New Jersey, USA

Usability & Design

Conceptual Analysis

Programming

Databases

UI Development

Soluzione define the meaning of offshore partners.They are able to translate the sometime hectic business needs of a start-up into functional and impactful results.It has been a pleasure working with them on multiple project and i look forward to our continued relationship.

The Situation

Aspiri needed an integrated business solution for their financial planners and wealth management teams. The system needed to include a new level of productivity, efficiency and relationship building with clients.

The Solution

Soluzione’s Financial Planning Management (FPM) system is a  service, offering specially designed for Financial Service Providers (FSPs).  The system provides an integrated solution for automating and streamlining critical processes for a financial planning advisory.  The system was fully customised to include functions like fully compliant Statement of Advice (SoA) generation, connecting with clients plus and a self-service portal to enable transparency between external and internal stakeholders.

The Result

Aspiri were able to fully automate their systems so that they could report on cash flow and balance sheet results, investment and insurance management, strategy recommendations and generate instant SoAs.

See how Soluzione can help with all business development solutions.

usa
United States

180, Talmadge Road, Unit# 332, Edison (NJ) 08817 USA
Phone : +1-800-860-6531

Sg in Soluzione
Singapore

10, Anson Road # 22-02, International Plaza 079903 SGD
Phone : +65-98-357-694

inr
India

B-52, IT Park Badwai, Bhopal (MP) 462036 IND
Phone : +91-9302-980-560

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