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.
Centralize your accounts receivable process and stop wasting time checking multiple channels.
Gratifications Payment Request and Approval
You may manage and approve gratifications requested by your team.
Advance payment request
Designed so your team can submit payment advancement requests in a standardized way.