Client Data System

Access and manage all client information securely. Our robust CDS baseline combines CRM functionality with product, portfolio and transaction data. Custom fields and bespoke User Interface builds allows you to get the business process you want.

DocBuilder

Efficiently create reliable document outcomes with Smart templates. DocBuilder is an advanced wizard design tool that allows you to focus your staff on answering the important questions. Save them from lengthy whole-of-document reviews and reformatting time. Reliably apply business rules that ensure documents are complete and accurate even especially when with complex decision criteria. Leverage existing MS Word documents and skillsets to built content.

Escalator

Extract, transform & load or report the easy way. Escalator makes it simple to connect, convert, process and monitor. Using the power of the .net framework and custom components makes data extraction, conversion and loading more powerful, robust and efficient than scripted solutions. Built-in capabilities such as Email reporting make business needs achievable merely with configuration. Powerful logging and exception reporting means you have a system you can rely upon.