Wealth Management Platform

Engagements, resources and timesheets, in one system.

Portfolio management, advisory, reporting, rebalancing

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Planned scope
Retainers
SLA tracking
Utilisation
Rate cards
Work order dispatch
Renewals
Milestone billing
WIP
Expense pass-through
Margin by client

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What’s inside.

Portfolio management, advisory, reporting, rebalancing

Engagements

Scope, terms and owners

Resources

Skills, availability and allocation

Timesheets

Capture and approval

Contracts

Retainers, SLAs and renewals

Billing

Milestones, time and expenses

Client portal

Status, documents and approvals

Workflow handoff

Engagement to invoice

Engagements, resources and timesheets, in one system.

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  1. 01
    Scope
  2. 02
    Staff
  3. 03
    Deliver
  4. 04
    Approve time
  5. 05
    Invoice
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Capabilities describe the planned system scope.

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ServicesPlanned

Project Management PSA

Keep projects, tasks and delivery connected.

  • Task assignments
  • Milestone tracking
  • Task dependencies
  • Project progress
  • Retainers
  • Time and expense approvals
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Professional servicesPlanned

PSA for Management Consulting

Engagements, resources and timesheets, in one system.

  • Retainers
  • SLA tracking
  • Utilisation
  • Rate cards
  • Work order dispatch
  • Renewals
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Technology & IT servicesPlanned

PSA for IT Services

Engagements, resources and timesheets, in one system.

  • Retainers
  • SLA tracking
  • Utilisation
  • Rate cards
  • Work order dispatch
  • Renewals
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Professional servicesPlanned

Marketing Agency PSA

Engagements, resources and timesheets, in one system.

  • Retainers
  • SLA tracking
  • Utilisation
  • Rate cards
  • Work order dispatch
  • Renewals
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ConstructionPlanned

PSA for Construction Projects

Engagements, resources and timesheets, in one system.

  • Retainers
  • SLA tracking
  • Utilisation
  • Rate cards
  • Work order dispatch
  • Renewals
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Accounting & tax servicesPlanned

Accounting and Tax Firm PSA

Engagements, resources and timesheets, in one system.

  • Retainers
  • SLA tracking
  • Utilisation
  • Rate cards
  • Work order dispatch
  • Renewals
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Professional servicesPlanned

Engineering Services PSA

Engagements, resources and timesheets, in one system.

  • Retainers
  • SLA tracking
  • Utilisation
  • Rate cards
  • Work order dispatch
  • Renewals
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ServicesPlanned

Field Installation PSA

Engagements, resources and timesheets, in one system.

  • Retainers
  • SLA tracking
  • Utilisation
  • Rate cards
  • Work order dispatch
  • Renewals
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Technology & IT servicesPlanned

PSA for Software Implementation Partners

Engagements, resources and timesheets, in one system.

  • Retainers
  • SLA tracking
  • Utilisation
  • Rate cards
  • Work order dispatch
  • Renewals
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Technology & IT servicesPlanned

PSA for Managed Service Providers

Engagements, resources and timesheets, in one system.

  • Retainers
  • SLA tracking
  • Utilisation
  • Rate cards
  • Work order dispatch
  • Renewals
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Education & trainingPlanned

PSA for Training and Education Services

Engagements, resources and timesheets, in one system.

  • Retainers
  • SLA tracking
  • Utilisation
  • Rate cards
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  • Renewals
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Staffing & recruitmentPlanned

Recruitment Search PSA

Engagements, resources and timesheets, in one system.

  • Retainers
  • SLA tracking
  • Utilisation
  • Rate cards
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Financial servicesPlanned

PSA for Financial Advisory

Engagements, resources and timesheets, in one system.

  • Retainers
  • SLA tracking
  • Utilisation
  • Rate cards
  • Work order dispatch
  • Renewals
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ServicesPlanned

Cosmetic Surgery Practice

Engagements, resources and timesheets, in one system.

  • Retainers
  • SLA tracking
  • Utilisation
  • Rate cards
  • Work order dispatch
  • Renewals
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ServicesPlanned

Weather Station / Advisory

Engagements, resources and timesheets, in one system.

  • Retainers
  • SLA tracking
  • Utilisation
  • Rate cards
  • Work order dispatch
  • Renewals
Start now Explore
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