Best Financial Management Software in South America

Each of our six industry-specific products is tailored to your specific vertical in order to help you achieve your business goals. CRM for Wealth Management - This tool helps advisors to grow their assets by building strong client relationships. CRM for Private Banking - CRM helps Relationship Managers to grow assets under management by strengthening client relationships. CRM for Commercial Banking – Helps bankers increase upsell and cross-sell opportunities through personalized service. CRM for Corporate Banking – This CRM helps business bankers increase upsell and cross-sell opportunities through connecting insights and sales teams across different regions. CRM for Sales, Research, Trading & Research enables users to maximize profit and maximize capital usage CRM for insurance helps agents drive renewals, cross-sell opportunities, and helps them get more business. Our products can fulfill all your CRM requirements in one package. This includes sales, service and marketing capabilities that are tailored to your industry.

Efficient planning, streamlined processes, and exceptional administrative management are key components for success. If you provide high-quality equipment and accessories for rent, the PM II RENT rental software can facilitate swift and dependable management, enhance your article organization, and minimize the time required for generating necessary documentation. The software can also seamlessly integrate inquiries from your website or online store, automatically updating and creating master data for your leads and existing clients. Simplified order planning and processing make it an ideal solution for your rental operations. The PM II RENT software is designed to give you comprehensive control over the rental activities concerning various product categories. You can manage your article master data in a centralized system, complete with custom labels and descriptions, while also defining performance categories and organizing your data to suit your preferences. This adaptability allows businesses to thrive and grow in a competitive market.

Effective office organization and planning should operate with simplicity and efficiency at their core. The entire administrative framework of the company ought to function seamlessly and automatically behind the scenes. With transparent data and processes integrated into your ERP software PM II, you can gain better insights into your company's performance. Maintaining a consistent, precise, and current database within your business software empowers you to make informed decisions promptly and provides clarity in your project management. The PM II software is designed to offer superior control for traditional service-oriented companies. You can manage your service master data centrally, complete with customized labels and descriptions. Performance categories can be established, allowing you to organize your data according to your specific requirements. Automated price calculations are built upon tailored pricing structures that you create. Additionally, all pertinent information about your customers, suppliers, prospects, and employees is consolidated in the address management feature of PM II, streamlining communication and enhancing operational efficiency. This integration not only simplifies data access but also fosters better collaboration across departments.