Support Centre - Investment: manage your client's investment portfolio

Swift Cloud ERP >> Investment >> Investments

The investment module of swift cloud ERP enables investment firms manage investments of their customers. They can create different investment plans, create customers' profile, add customers' subscription and allow swift cloud ERP calculate the repayment plan based on the tenure as well as update the balance payable as repayment is made.

 

The Investment module of swift cloud ERP also has a customer self-service page that customers can access their investment portfolio, timelines and updates from.

In addition, investment companies can also take advantage of other modules of swift cloud ERP such as accounting, inventory, HRM, payroll, documents management, etc. to manage other operations of their business.

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Swift Cloud ERP >> Investment >> Investments