Investment Management Workflow Free Template
Pipefy’s Investment Management Template is designed for investment companies that want to manage the investment portfolio of their clients.
The process in this template begins with the pursuit of new clients through investment monitoring and client support.
Adapt this template for your needs and hit the ground running
Fast and simple to deploy
Get started with your process in minutes with this easy-to-use template.
Customize your unique needs without help from the IT department.
Wide app integrations
Connect your ERP, HRIS, CRM, and other existing tools with Pipefy to build a truly integrated operation.
Business plan budgeting
Intended to aid in the yearly budgeting process that a company needs every year.
You can have a standardized way of receiving, analyzing and approving requests.
Financial management plan
Designed to assist in the process of creating and developing a financial plan.