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1 Accounting Module
Reliable control and management of your business. Financial statements, daily reports, interest accruals, trial balance.
2 Banking Module
Registering online transactions and consolidating bank accounts.
3 Operations Module
Registering all financial operations of all products. Production of varying reports, in order to organize credit accounts.
4 Administrative Module
Manage upcoming bills and invoices, organize payroll, and control costs.
5 Financial Planning Module
Budget planning, cost analysis, and financial projections.
6 Outreach and Networking Module Prospecting
Exploration and follow-up of potential clients
7 Document Control Management Module
Organizing legal documents and signed contracts to control and complement each operation.
8 Underwriting and Analytics Module
Analyze the up to date financial indicators and ratios of your client to always be informed of their financial situation.
Potential client prospecting and follow up.
Introducing our innovative tool transforming ABL and intermediary loan products.
The Fintrade Financial System provides unmatched flexibility and real-time liquidity access. It revolutionizes information management from lead to funding, allowing investors and brokers to access data via our secure, office-to-mobile process.
Our modular platform includes: Prospecting, Administration, Operations, Accounting, Document Control, Underwriting/Management Analytics, Financial Planning, and Banking. Each module allows leadership to securely view data on mobile devices.
Fintrade's benefits are speed and flexibility, achieved through our patented mobile app and modular structure with web browser access.
Our Operations Module supports over 30 loan products. The Administrative Module offers customizable credit applications, and the Accounting Module provides real-time accrual information.
Are you ready to power up your company?
Fintrade is a comprehensive and secure software to optimize the
management of your financial operations