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 ?
Odoo is the world's easiest all-in-one management software.
It includes hundreds of business apps:
- 客户关系管理
- e-Commerce
- 会计
- 库存
- PoS
- Project
- MRP
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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
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Thanks INFORISE - Demo was perfect ! - solved