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This investment company i'm supposed to implement odoo  needs to handle mostly  debtor related issues like their payments in instalment  (so for each instalment payment receipt has to be given to debtor)  and with different interest rates for different loans , patently for late payments and employee bonuses for debt collection 

and investments and their interest in time

I'm new to the odoo so please can i know these use cases can be fulfilled with existing modules or do i need to create a new module? if can what changes can be made to the default flow ? (can the sales module be edited?)

And what version of odoo shall i choose 8 or 9??

 

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Najlepsza odpowiedź

Hello Samithajayaweera,


We’ve already built it  and it’s available!


Our ready-to-use Portfolio Management Software for Asset Managers, fully developed on the  Odoo ERP platform.


After 48 months of focused development, our solution is now in production and actively used by over 15 banking and investment firms across the GCC, including in Dubai, Saudi Arabia, and Bahrain.


Designed specifically for investment and asset management firms, the solution includes advanced capabilities such as SPV management through Odoo’s multi-company setup.


#Key apps developed:


1.Investment app (core module)

3.CRM / Client Solutions app

3.Legal app

4.Compliance app

5.Multi-company SPV integration

And more ….


#Want to learn more?


-Email: info@inforiseit.com

-Website: www.inforiseit.com

-WhatsApp: https://wa.me/message/6ODIXVCWWH22K1

Inforise - Odoo Gold Partner.

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