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Description
Experience a secure and automated Registrar file upload directly from our backend, ensuring your data is safely backed up to a secure offsite location each night and accessible from anywhere you may be. Our interface is not only user-friendly and aesthetically pleasing, but it also enhances the speed and efficiency of your tasks. We utilize automated processes capable of managing large volumes of data for thousands of advisors, allowing you to focus on what matters most while we handle the data upload seamlessly across all asset classes. You can conveniently group investors into family accounts and assign relationship managers and sub-brokers to optimize client interactions. Every client can access all necessary information effortlessly and transact within existing folios or create new ones thanks to our seamless integration with platforms like NSE N MF, BSE Star MF, and MFU. Additionally, you can schedule bulk emails, including reports as attachments, to be sent to specific groups of clients or prospects, streamlining your communication efforts. This comprehensive solution not only simplifies your workflow but also enhances your overall client management experience.
Description
Elevate your business with Folio Plus, the hotel management software from Jinisys. This powerful tool streamlines numerous hotel operations, including handling guest reservations, managing room transfers, and facilitating check-ins and check-outs, along with accommodating group bookings and other essential front desk functions. It equips you with the necessary resources to enhance productivity across your operations. Folio Plus features an advanced guest management system and offers detailed reporting capabilities for thorough operational insights. Additionally, it provides seamless data integration with SAP Financials, allowing for direct charge postings to the guest account ledger. Users can quickly become proficient and efficient due to its intuitive Windows interface and user-friendly graphical data manipulation. Jinisys is committed to delivering innovative solutions tailored for businesses of all sizes in the hotel, restaurant, and retail industries. By adopting Folio Plus, you can ensure your business not only keeps pace with industry standards but also sets new benchmarks for excellence.
API Access
Has API
API Access
Has API
Integrations
No details available.
Integrations
No details available.
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
$70 per month
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
Excel Net Solutions
Country
India
Website
www.investwellonline.com
Vendor Details
Company Name
Jinisys Software
Founded
2006
Country
Philippines
Website
jinisyssoftware.com
Product Features
Investment Management
Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Payroll & Commissions
Performance Metrics
Portfolio Management
Risk Management
Product Features
Hospitality Property Management
Built-in Accounting
CRM
Catering
Employee Management
Extended Stay
Front Office Management
GDS / OTA Integration
Group Management
Guest Experience (GEM)
Housekeeping Management
Loyalty Program
Maintenance Management
Marketing Automation
Marketing Management
Multi-Property
Online Booking
Point of Sale (POS)
Reservations Management
Reviews Management
Single Property
Vacation Rental
Reservations
Activities Booking
Booking Notes
CRM
Customer Support
Group Reservations
Guest Management
Payment Processing
Promotions Management
Rate Management
Room Booking Management
Third Party Booking