Secure Login
Password protection for secure systems. Can also restrict to known IP addresses. HTTPS secure connections.
Stockbroking - General
Main Menu
This is an example of an intranet main menu system showing all available reports and individual systems your company will rely on. They are is completely customisable by user, by department and by office.
Client Search
Selecting the CRM system will allow you search across your entire database for the client you need to contact. Search by postcode, phone numbers, Names, or any other variable for that matter.
Client Info
By drilling down further into the client info, you will get full client information at your fingertips. The CRM shows all notes, documents sent, calls made and deals done, allowing you to get on with the task at hand.
Compliance Check 1
The system checks to make sure deals are all in order and allows the user to enter details onto the market. This is your failsafe to stop unwanted trades being processed.
Document Manager
Online Document managment of scanned files. This allows your company to distribute your policies and procedures to all your staff members wherever they are in the world, ensuring everyone is kept upto date.