Provide your business clients with a full view of all their business’ in real time including financial position, risks, opportunities and alerts individually and/or as group.

Tools for a successful business

  • Automatic feeds from your accounting software platforms
  • Analytics to show:
    • Current and year to date Sales figures
    • Working capital
    • Net Profit Margin
    • Current Ratio
    • Operating Ratio
    • Debt to equity ratio
    • Cashflow
    • Debtors & Payables
    • Net worth
    • Track and control compliance readiness
    • Plan and potentially execute the business exit strategy
    • Video Conferencing, Document Exchange & Storage: Engage with clients online, screen share documents, record meetings, and digitally sign documents and managing compliance efficiently – all stored in a secure vault
    • Trusted Entities: Providing the ability for you and your clients to engage with their key relationships (e.g. Lawyers, Executors, Family, Insurance and Mortgage brokers etc.)
    • Office Holders: Providing permission-based access for the key operational staff to access and manage the information of the client’s business.
    • White Labelling: Include your own company co-branding onto the SVX solution.

    Pricing: please contact us for more information

Accountants and Financial Planners

Are you ready to transform how you engage with your clients?

Get in touch with the experienced team at Manage My Money Group on +61 400 858 190  or click on the button below.

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