Contact Form 7 Portfolio | Scopic https://scopicsoftware.com/technology/contact-form-7/ New Website Fri, 13 Oct 2023 22:25:02 +0000 en-US hourly 1 https://scopicsoftware.com/wp-content/uploads/2020/03/cropped-Scopic-Icon-32x32.png Contact Form 7 Portfolio | Scopic https://scopicsoftware.com/technology/contact-form-7/ 32 32 Proposal Integrator https://scopicsoftware.com/portfolio/web/proposal-integrator/ Wed, 05 Apr 2023 16:01:58 +0000 https://scopicsoftware.com/?post_type=project&p=53512 The post Proposal Integrator appeared first on Scopic.

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Proposal Integrator 

Tailored Portfolio Management Solution for Wealth Growth and Preservation

Expert Investment Management and Planning Services for All Your Financial Needs 

The Challenge

Finding the right financial advisor for your business is a daunting task. Very often, financial advisory services do not match your unique business needs, have complicated and cumbersome processes, and do not offer the level of transparency most businesses need. But with the Proposal Integrator app, Advisors Capital Management created the perfect solution. 

The Vision

The app offers portfolio management services and customized investment portfolios designed around the clients’ specific objectives, risk tolerances and tax considerations. It also offers individual securities planning, seamless solution-oriented processes, and 100% compliance and transparency so you can rest assured your business is in safe hands. 

The Scopic Solution

With the help of Scopic, Advisors Capital Management has developed a powerful web application that seamlessly integrates multiple technologies, including:

Jira

Used to easily see the status of all current documents

DocuSign

Used for sending documents to be signed and to quickly see the status of the signatures  

Twillio

Used for notifications and 2FA

BlackDiamond

Used to show summary of the accounts’ statuses on the dashboard 

This enables users to easily manage and sign documents electronically, receive notifications, and obtain a comprehensive overview of their account status on a single dashboard.

Skills Involved:

Other Projects

Have an idea you’re looking to explore?

Tell us about your project ideas, and we’ll get back to you with guidance on how to get the ball rolling.

Let’s work together to turn your ideas into reality

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