Provide your business clients with a full view of all their business’ in real time including financial position, risks, opportunities and alerts individually and/or as group.
Tools for a successful business
- Automatic feeds from your accounting software platforms
- Analytics to show:
- Current and year to date Sales figures
- Working capital
- Net Profit Margin
- Current Ratio
- Operating Ratio
- Debt to equity ratio
- Debtors & Payables
- Net worth
- Track and control compliance readiness
- Plan and potentially execute the business exit strategy
- Video Conferencing, Document Exchange & Storage: Engage with clients online, screen share documents, record meetings, and digitally sign documents and managing compliance efficiently – all stored in a secure vault
- Trusted Entities: Providing the ability for you and your clients to engage with their key relationships (e.g. Lawyers, Executors, Family, Insurance and Mortgage brokers etc.)
- Office Holders: Providing permission-based access for the key operational staff to access and manage the information of the client’s business.
- White Labelling: Include your own company co-branding onto the SVX solution.
Pricing: please contact us for more information