The web application developed by CAD IT allows the management of the orders coming from the consultancy, managing complex operations on various legacies such as Finance, Funds and Sicavs and Asset Management through targeted usability and cost reduction studies.
The platform allows:
- consultation of every single order in a single user function and same operation;
- display of documents and printing for the customer with digital graphic signature;
- management of operations at the branch and for the complete management of the offer of external promoters;
- reactive interface dedicated to all browsers and usable by all devices (smartphones, android tablets and ipads);
- automation of operations such as switching of funds, funds and portfolio management.
- Increase the quality of the consulting service offered to customers.
- Improving heritage Mixing customer portfolios.
- Reduce the operator's operating times in favor of commercial time.
- Streamline forms and signatures.
- Reduce operational risks.