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Financial Services in Batley
Prompt Capital Monitoring is a unique, patented applied for software system designed and developed from start to finish with the Financial Adviser in mind. It is this focus which has allowed us to perfect a system that not only increases income, but builds solid foundations of client trust, in what are proving to be uncertain economic times.
Prompt Capital Monitoring offers an intuitive and comprehensive way to monitor client investments daily, with customisable Profit Caps and Loss Collars, allowing you to alter plan details according to the client's Attitude To Risk. It also offers a demonstrable on-going service, making RDR compliance simple. The Prompt Capital Monitoring software is set to revolutionise your Financial Advise service.
Contact us at info@promptcm.com for more information.
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