Industries
We offer robust back-office and client reporting software tailored to the industries we serve.
- Wealth Management
- Asset Management
- Brokerage
- Family offices
System Capabilities
SaaS
Through Software as a Service (SaaS), you gain hassle-free access to cutting-edge software, seamless updates, and scalable solutions, all without the burden of maintenance or infrastructure management
Compliance
The Compliance module of the system facilitates comprehensive tracking of clients and their documents, ensuring regulatory adherence and organizational oversight
Permissions
The User Permissions Configuration feature enables the creation of diverse user profiles with tailored access levels, fostering granular control and security management within the system
Reporting
The Reporting Module provides robust data analysis tools, empowering users to generate comprehensive reports and gain valuable insights into various aspects of the portfolio's performance and operations
Order Management
The Orders Management functionality provides comprehensive tracking of transaction statuses for all client interactions, ensuring efficient monitoring and management of the entire trading and settlement process
Invoicing
The Invoicing Module automates the creation and distribution of new invoices to clients, streamlining billing processes and payment tracking
Mobile App
White Label Mobile App solution allows clients to access you services through a branded application tailored to their unique identity and preferences
External APIs
The system is seamlessly integrated with multiple external APIs, such as Bloomberg or Alpha Vantage, and further integration with additional APIs is easily achievable, thereby enhancing its flexibility and extensibility
Integration Layer
The integration layer of our system offers an API that facilitates seamless integration with external software applications such as Power BI, enabling users to harness the power of data visualization and analytics to drive informed decision-making
Contact Us
Please note that the system is currently under development and will be ready shortly. If you would like to learn more about the system and determine if it meets your company's needs, please send us an email at victoria@nech.biz. We will promptly get in touch with you to arrange a call for further discussions.