What Is Finance Portal ?

Finance Portal has a suite of modules specifically describe the information of all Customer, Agent, Employee, Bussiness Partner.

A website on the World Wide Web that provides useful information for investors and people interested in finance.

In our product we can give all type of insurance forms so customer can easily download. If they have any query or problems then they can easily contact with our team.

Our product is highly flexible one and is well efficient to make easy interactions with the client. This will keep record of customer, agent, employee or business partner.

Also will keep record of contact information of customers and will send necessary notices and/or reminders to customers.

Modules

  1. Customers Section
  2. Employee Section
  3. Agent Section
  4. Admin Section
  1. Categories & Listings Management
  2. Import Export Facility
  3. Agent Commission calculation
  4. System available 24*7
  1. SMS Alerts
  2. Bulk Emails and News Letters
  3. Reminder Facility
  4. Reports