Build a custom technology platform with the following functionality:
- Hosted applications with easy-view icons for each client.
- Reports center contains easy-access client document folders and monthly statements.
- Resource center allows firms to publish and share information.
- Upload center safely and efficiently retrieves client transactions.
- Announcements for system-wide messages.
- Bookmarks allow you to share pertinent websites.
- Forums provide a private messaging board so selective clients can communicate ideas.
- Branded with your Firm’s logo.
- Works seamlessly with popular accounting software, including QuickBooks and Peachtree Accounting.
