Bailrx – Bail Bond Office Management Software
Technical & Operations Executive
New Jersey, USA
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.
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.
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.
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.
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