Close deals faster with our all-in-one CRM to portfolio management tool.
You waste time:
- Standardising the deal process
- Gathering compliance info
- Reporting on progress
This solution will help you:
- Maximise deal flow
- Automate compliance
- Achieve real-time visibility across portfolios
What our customers say
Collect & nurture targets, from un-researched leads to closed deals, without updating Excel spreadsheets.
Dashboards & Analytics
Visibility for partners on deal status, risks, demographics in real-time, without losing granularity.
Automated Risk Register & Due Diligence
Close deals faster without breaching compliance. Maintain an audit trail without trawling through emails.