Software Solution for On-Demand Financial Services - Web App, iOS App and Android App

Software Solution for On-Demand Financial Services - Web App, iOS App and Android App

Attention financial service providers! 

Are you looking for a way to streamline your service offering and improve customer satisfaction? Our software solution may be the answer you've been looking for.

Our software allows you to create a catalog of financial services, including (but not limited to) investment advice, financial planning, wealth management, and tax preparation. You can easily configure pricing and make your services available to customers through your branded web app, iOS app, and Android app utilizing our 'Services Software Solution'.

Not only does our 'Services Software Solution' make it easy for customers to browse and purchase your services, it also helps you manage your staff and ensure that orders are routed to the appropriate team member. This can help improve efficiency and reduce the risk of errors.

Whether you are a large financial institution or a small advisory firm, our software solution can help you grow your business and better serve your clients. Try it out today and see the difference it can make!

Sample Web App is a sample app that can be used by CPA Firms. Individuals and Businesses can specify their tax filing or tax consultation details and these tax filing orders are routed to CPA firm's staff for fulfillment.

What kinds of services can our 'Services Software Solution' handle?

  • Investment advice and portfolio management
  • Financial planning and budgeting
  • Wealth management and asset allocation
  • Retirement planning
  • Insurance planning and sales
  • Tax preparation and filing
  • Estate planning and trust management
  • Corporate finance and consulting
  • Credit and debt management
  • Real estate planning and investment
  • Merger and acquisition advisory
  • Risk management and derivative trading
  • Capital raising and private equity
  • Trading and market making
  • Payroll services
  • Pension administration
  • Funding and financing for small businesses
  • Accounting and bookkeeping services

Click here to see the full capabilities that our services software solution offers.

If you are interested in seeing a demo of our 'Services Software Solution', please Contact us on our website or Email us at and it would be our pleasure to schedule a demo at your convenience. Or you can create an account here and we will get back to you as soon as possible.


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