Skip to Content
Menu
This question has been flagged
1 Odpoveď
498 Zobrazenia

Hello Odoo Community,

Has anyone successfully implemented a Portfolio Management System or Investment Management software built on odoo!

My client is interested in such modules ?

Avatar
Zrušiť
Autor

Thanks INFORISE - Demo was perfect ! - solved

Best Answer

Hello Micheal,


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?


odoo.com/partners/inforise-11670395

-Email: info@inforiseit.com

-Website: www.inforiseit.com

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



Avatar
Zrušiť
Related Posts Replies Zobrazenia Aktivita
3
sep 25
250
1
aug 25
188
1
aug 25
265
0
aug 25
167
1
aug 25
198