Financial portfolio software (web and mobile)

portfolio management

Giitic´s financial portfolio software provides tools designed to manage your portfolio and collection processes quickly and efficiently: Online credit simulator, financing plan simulator, fee calculation, interest calculation, moratorium interes and report to datacredito.

Financial debt management

The Giitic financial portfolio application allows the definition and management of fixed and variable rates such as: Refinancing, manual payments, fee generation of extracts, debt unification and update of balances to date.

Collection management

This platform allows you to carry out the collection management process through different channels (email, SMS, calls and other means) to inform them of the status of their invoices or credits, the payment obligation and generate payment agreements directly from the system leaving a log entry.

Transactional platform

Our platform allows customers to enter and pay their debts through a payment gateway: Debt search, summary of the obligation, total value to pay, payment gateway, responsive page that works well from mobile and accounts receivable.

Solutions by type and size of industry

Giitic business plan was designed for large companies looking for a robust and customizable platform. Includes access to the hiring of specialized services such as independent infrastructure, test environments, advanced support, which will take your business to another level. On the other hand, the professional plan is designed for SMEs and startups that require a technological solution to improve their processes. We offer a solution built from our experience, which will be able to be implemented in a short time.

Customizable for your company

Unlike other solutions on the market, Giitic offers the possibility of building a fully customizable, scalable and automated platform. Choose the plan and the services that suit the needs of your company, with Giitic you can execute the strategic technological plan of your company.

Reports everywhere

Our Financial portfolio software has pre-built reports ready to use, you can check information in real time from any device. If required, we can build additional reports customizable to your business.

Connect all your systems

We have numerous integrations to different systems that will allow you to connect the financial portfolio software to your current systems to achieve better results. In case the required integration is not developed, our development team can do it.

Carry out the financial management of your company from the web and mobile application

Collection

Online credit simulator
Financing plan simulator with payment agreements
Moratorium interes
Fee calculation
Default interest
Report to Datacredito
Generation of automatic payment extractors
Credit request

Collection from the mobile

Collection management in the cloud
Management of portfolio stages
Types of portfolio management
Multiple portfolio states
Accounts receivable
Payment agreements
Amortization tables
Combination of correspondence

Other features

Discharge vouchers
Update of balances to date
Cash register receipts
Online transactional platform
Portfolio punishment
Redemption schedule with fixed fee
Debt unification
Schedule reminders

Availability

Mobile app for Android
Mobile app for iOS
Multiple languages
Web administration
Integrated with Quickbooks, SAP, Xero, OpenBravo, Dynamics, Siigo, Helisa, Softland, World Office, Siesa, DHS Total
Email Integration
File integration (XLS, CSV, TXT)
Integration with telephony platforms

REQUEST TOUR

What is your name?* What is your position? What is your phone number? What is your email address?* What is the company's name?* How many employees do you have?*

Solo yo
2 a 9 empleados
10 a 29 empleados
30 a 99 empleados
100 a 499 empleados
500 o más empleados

In which country are you located?*

Afghanistan
Albania
Algeria
Andorra
Angola
Antigua and Barbuda
Argentina
Armenia
Australia
Austria
Azerbaijan
Bahamas
Bahrain
Bangladesh
Barbados
Belarus
Belgium
Belize
Benin
Bhutan
Bolivia
Bosnia and Herzegovina
Botswana
Brazil
Brunei
Bulgaria
Burkina Faso
Burundi
Côte d´Ivoire
Cabo Verde
Cambodia
Cameroon
Canada
Central African Republic
Chad
Chile
China
Colombia
Comoros
Congo (Congo-Brazzaville)
Costa Rica
Croatia
Cuba
Cyprus
Czechia (Czech Republic)
Democratic Republic of the Congo
Denmark
Djibouti
Dominica
Dominican Republic
Ecuador
Egypt
El Salvador
Equatorial Guinea
Eritrea
Estonia
Eswatini (fmr. "Swaziland")
Ethiopia
Fiji
Finland
France
Gabon
Gambia
Georgia
Germany
Ghana
Greece
Grenada
Guatemala
Guinea
Guinea-Bissau
Guyana
Haiti
Holy See
Honduras
Hungary
Iceland
India
Indonesia
Iran
Iraq
Ireland
Israel
Italy
Jamaica
Japan
Jordan
Kazakhstan
Kenya
Kiribati
Kuwait
Kyrgyzstan
Laos
Latvia
Lebanon
Lesotho
Liberia
Libya
Liechtenstein
Lithuania
Luxembourg
Madagascar
Malawi
Malaysia
Maldives
Mali
Malta
Marshall Islands
Mauritania
Mauritius
Mexico
Micronesia
Moldova
Monaco
Mongolia
Montenegro
Morocco
Mozambique
Myanmar (formerly Burma)
Namibia
Nauru
Nepal
Netherlands
New Zealand
Nicaragua
Niger
Nigeria
North Korea
North Macedonia
Norway
Oman
Pakistan
Palau
Panama
Papua New Guinea
Paraguay
Peru
Philippines
Poland
Portugal
Qatar
Romania
Russia
Rwanda
Saint Kitts and Nevis
Saint Lucia
Saint Vincent and the Grenadines
Samoa
San Marino
Sao Tome and Principe
Saudi Arabia
Senegal
Serbia
Seychelles
Sierra Leone
Singapore
Slovakia
Slovenia
Solomon Islands
Somalia
South Africa
South Korea
South Sudan
Spain
Sri Lanka
Sudan
Suriname
Sweden
Switzerland
Syria
Tajikistan
Tanzania
Thailand
Timor-Leste
Togo
Tonga
Trinidad and Tobago
Tunisia
Turkey
Turkmenistan
Tuvalu
Uganda
Ukraine
United Arab Emirates
United Kingdom
United States of America
Uruguay
Uzbekistan
Vanuatu
Venezuela
Vietnam
Yemen
Zambia
Zimbabwe

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Financial portfolio management