eFront Deal Flow vs Wealth Watcher

The eFront Deal Flow mobile app is an extension of the eFront Invest desktop platform’s deal management module – designed for the on-the-go use case. The app is read and write, it syncs all user input between mobile and desktop, resulting in smooth collaboration between remote teams. The app enables deal managers to manage their deals, contacts, tasks and notes on the road. Available for eFront Invest Deal Flow clients only. Key Features: • All actions are synced with eFront Invest so deal teams collaborate remotely. • Users can create new deals and manage existing deals on the go. • Users can add/edit/remove contacts to their in-app contact library. • Users can add/edit/remove tasks to the in app task library. They can also assign tasks to new and existing deals. • Users can add/edit/remove notes to the in app’s notes library. They can also assign notes to new and existing deals.

Now Investment Managers can offer their own state-of-the-art app to their clients to track portfolios and investments. This white label application is independent from any backoffice system, very user friendly and easy to implement.