New DDS Financial Management App

deltadataservices
07.27.19 08:14 PM Comment(s)

Launching!! Launching!! 

Delta Data Services has recently Implemented an App for Financial Management!

Demo Video

Click Here to Learn about the DDS Financial App!!

Financial Management means planning, organizing and controlling the financial activities of a family or organization. Overall, the financial management is generally concerned with procurement, allocation and control of financial resources. Delta Data Services has recently developed a Financial Application targeted towards Financial Planners, otherwise known as Financial Advisors or Financial Managers.

 

Delta Data Services (DDS) integrated many innovative, upgraded workflows, automations, customizations and templates into this application – mainly to assist advisors manage organizational funds and client’s wealth. With DDS Financial App, comes a plethora of added customizations that works simultaneously to ensure that all parts of financial management are incorporated. DDS Financial App runs on Zoho One and includes applications such as:

  • Zoho Books: Record time spent on services rendered, then automatically invoice from timesheet. Create an invoice when a deal is closed.
  • Zoho Sign: Sign documents such as advisor approval form and attach to the specified contact in a secured environment
  • Zoho Forms: Client securely submit their data to CRM and add spouse and dependents
  • Zoho Sites: Access the form for your client intake questionnaire
  • Zoho Mail: see email associated to clients and their families
  • Client Portals: clients can see their CRM data, signed documents and estimates and invoices.
  • Alerts: Receive email alerts for important reminders and new data in the system
  • Zoho Analytics: critical reports to the Financial Planner covering sales and operations


Click Here to Learn more about DFA Pricing

We greatly acknowledge that financial matters are a critical aspect of managing a family or organization hence, our decision to build a platform that embeds all the important techniques that make up a comprehensive financial management approach.

Contact Us to Get Started
Schedule a free, 1-hour consultation
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