Investment Strategy Free Template
Pipefy´s Investment Strategy Template enhances the company´s ability to control investments and keep track of their progress.
Your portfolio can now be arranged in a practical and useful way to maximize speed and viability.
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.
Finance and Purchasing Teams love Pipefy
Pipefy gives us the control we need to ensure everyone abides by our rules and policies. It’s the best solution on the market if you want something you can customize to your needs to take control of your procurement process.Mauricio Rizzi Customer Service and Procurement Manager
Futures & Options Trading for Risk Management
Specially designed for investors that want to manage their market risks.
Financial Risk Management
Designed to support decisions related to the selection of customers.