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Atlassian

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Direct Back Office

Overview

Website

www.directbackoffice.fr

Employees

1-10 employees

Type

Partnership

Revenue

Competitors

N/A

Headquarters

Marcq en Baroeul, Nord

Founded

N/A

Category

Votre back-office personnel et digital

Déléguez la gestion de votre back-office et du suivi de vos dossiers. Solution intégrale pour les cabinets de gestion de patrimoine et les courtiers en prêts. Back-office dédié : • Bulletins de souscription / Arbitrage / Rachat… • Études patrimoniales • Maquettes de prêts (nouveau prêt, rachat, regroupement) • Signature électronique • Relevés clients • Gestion des commissions (relances, contrôles…) Réglementation : • Mise en conformité des dossiers clients • Gestion de la règlementation CIF et DDA Informatique : • O2S • Cloud & mobilité • Logiciels professionnels (Harvest, Crediteo,.)