Brainvire Automates Business Process For Wealth Management Firm With Odoo For Improved Operational Efficiency

Brainvire to automate business processes for wealth management firm to help manage the securities and assets with Odoo and SFTP integration
Brainvire Automates Business Process For Wealth Management Firm With Odoo For Improved Operational Efficiency

Our client is an esteemed wealth management company that specializes in investment management. The client needed its employees to focus on high-value tasks by automating specific business processes. One of the priorities was to improve the reporting and planning to run the operations better.

Brainvire will develop a scalable wealth-management platform powered by Odoo to manage securities and asset portfolios for its customers efficiently. With the seamless integration of  SFTP integration and Power BI, the client will receive a more productive and agile work environment with comprehensive accounting reports.

The ERP system would help to manage the settlement history and accounting records for various transactions including those made in foreign currency.

Brainvire Infotech Inc. is an Odoo Gold Partner and holds Odoo-16 certification. The leading technology firm was recently awarded for Outstanding Customer Satisfaction. With over 200 projects completed, Brainvire houses Odoo experts, developers, and consultants with experience in several industries. 

Chintan Shah, the CEO of Brainvire, says,” We’re honored to extend our Odoo expertise to one of the esteemed wealth management companies. Brainers will seamlessly implement Odoo and other integration software to bring visibility and efficiency to the company’s processes in managing Securities and Assets. As Odoo Gold Partners, we enable our clients to be transparent by constantly communicating about all project updates.”

With SFTP and Power BI integration, our client will gain efficiency in its various departments, including Sales, Invoice, Accounting, Inventory, Purchase, and more.

About Brainvire

One of the world’s fastest-growing IT consulting firms, Brainvire’s mission is to create a difference in society through technology. The firm offers exclusive consultancy services such as Business Intelligence, Digital Marketing, Cloud ERP, and CRM for eCommerce for diverse industry verticals while keeping customer satisfaction as its top priority. Over the past 20 years, Brainvire has built an exceptional IT services and consulting team of 1500+ people and served 2000+ customers worldwide. 

The firm has also been honored with many accolades, including the Company of the Year, Top IT Services Firm, Top Mobile App Developers, Best eCommerce Development Company, Inc 5000, The Dallas 100 Entrepreneur Award, Deloitte Fast 500, Silicon Valley Business Journal: Fastest Growing American Company, and Great Place to Work by various prestigious platforms.

Industry Tags:

  • Product launch

Subject Tags:

  • Investment management

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