Whitelabel Financial ERP

SMEs and large corporations

Multi-business corporate groups

Corporate banking clients

Employee funds and internal investment programs

Companies outsourcing accounting or financial management

Clients looking to centralize and digitize their financial ecosystem

Client Management

• Client onboarding
• AML / watchlist screening
• Roles and permission control
  
• Linking clients to multiple business structures
  

Business Administration

• Setup of business units, portfolios, and funds
• End-to-end configuration of financial structures
• Full parameter management for accounting and operations
  

Asset & Investment Management

• Asset registry
• Investment positions (fixed income, equities, alternatives)
• Fund and portfolio valuation
  
• Cash flow tracking
  

Transactions & Operations

• Income and expense registration
• Automated tasks and workflow alerts
• Operational reconciliation
  
• Full lifecycle operations management
  

Automated Accounting

• Custom chart of accounts
• Automatic journal entries
• Business-level accounting
  
• Financial statements and audit-ready reports
  

Strategic Reporting

• Dynamic data queries
• Mass export capabilities
• Executive dashboards
  
• Country-specific regulatory reports