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Financial portfolio management
Automate the management of your financial portfolio and keep control of collections from your clients up to date
- 1Customization
- 2Suite +20 modules
- 3Cloud web and mobile
- 4Integrations +20
- 5Free version
- 6Free virtual training
Control and manage your financial portfolio easily and quickly
Increase
Productivity
Optimize your operations with intelligent tools that reduce errors, streamline repetitive tasks, and allow your team to focus on what really matters.
Automate your
sales process
From lead generation to closing, manage the entire sales cycle with automated workflows that improve efficiency and increase your conversions.
Fully Integrated
Connect all areas of your business on a single platform?sales, finance, logistics, HR, and more?for centralized management without data gaps.
Save Time
Digitize your processes and reduce operating times with solutions designed to help you achieve more in less time, with greater precision and control.
We Are Available For New Custom Project. Lets Connect Now
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.
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 Financial portfolio management 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 management 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.
Available on all devices
You can use our Financial portfolio management from your computer, smartphone or tablet. You can access from a browser or a native Android, iOS or Windows application. We also have Online / Offline features, which allows your team to work in places without an Internet connection. There are some features that are not available on all platforms, check with an advisor. *The GPS tracking function is only available on Android.
Connect all your systems
We have numerous integrations to different systems that will allow you to connect the Financial portfolio management 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
Discover all the features that our application has for managing your financial portfolio
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
Frequently Asked Questions
Companies that trust our solutions to transform their processes.
Giitic transforms your business with intelligent software solutions that automate processes, integrate departments, and improve productivity with adaptable, easy-to-use technology.