The term portfolio refers to any collection of financial assets such as cash. Portfolios may be held by individual investors and/or managed by financial professionals, hedge funds, banks and other financial institutions.
Smartdocz Integration of existing documents to enable web fulfilment & Electronic delivery of all documents to the end user
INDOCZ
InDocz is designed to bring process automation to Managing General Agents to minimize back office administrative tasks.
GROUNDHOGGER
Groundhogger is an automated process that runs in the background, retrieving targeted information that can be processed and coordinated.
Green ERP
We customize the software as per requirement and design of your company & • Frequent checks and updates to add Modules in case needed.
SECURITY GUARD
Ability to run an HR hiring process & Tracking of all employees and status of employment.
BossDocz
BossDocz moves document storage to the next paradigm. Documents are now stored digitally,but only the data is stored.
Workflow
Workflow is the easiest and fastest way to archive and retrieve all your documents and
information.
Asset Management
Asset Management is the easiest and fastest way to archive and retrieve all your documents and
information.
E-Sign
ePOPSign lets you sign documents electronically, and easily send documents for electronic signature in just minutes. Whether you’re in an office, at home, on the go—across the globe. ePOPSign works every time.
Wealth Management
Wealth Management is of significance in all areas of economics, and clearly so for growth economics and development economics yet the meaning of wealth is context-dependent.
CRM
CRM is practices, strategies and technologies that companies use to manage and analyze customer interactions and data throughout the customer lifecycle, with the goal of improving business relationships with customers, assisting in customer retention and driving .
HRM
Human Resource Management (HRM) is the term used to describe formal systems devised for the management of people within an organization. The responsibilities of a human resource manager fall into three major areas: staffing, employee compensation and benefits.
HEALTH CARE
Healthcare management is the profession that provides leadership and direction to organizations that deliver personal health services, and to divi- sions, departments, units, or services within those organizations.
Hiring Automation
Hiring automation profession includes “everyone involved in the creation and application of technology to monitor and control the production and delivery of products and services”.
E-NAV
e-Navigation is the harmonised collection, integration, exchange, presentation and analysis of maritime information onboard and ashore by electronic means to enhance berth to berth navigation and related services
SmartDocz
Complete Electronic Signature capture with verification & Ability to collaborate on documents live with other users
INDOCZ
Direct access to insurance underwriters streamlines the process for application and policy changes & A Policy Service interface, designed for broker.
Green ERP
Undertake complete installations and implementation of the software in the organization.
SmartDocz
SMARTdoc only uses two icons: one to store information and one to find information.
This means that the program does not fill your entire screen.
INDOCZ
Policy Management System for Life and Associated product & Full Commission Calculation by product and plan.
Green ERP
There are automated email system already in place and same can be enhanced or customize as per customer's requirements.
INDOCZ
InDocz is touch screen compatible & Full scanning - the ability to store external certificates, documents, etc
Green ERP
System Analyses of the organization to increase the Work efficiency, Productivity and implementation of the system without any charges under the Warranty.