Inventory Management Software for Financial Advisor Template

Build an Inventory Management Software for Financial Advisor powered with your Airtable or Google Sheets data to keep track of your inventory and orders

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Inventory Management Software for Financial Advisor Template

This inventory management software for Financial Advisors is a powerful and easy-to-use platform designed to help financial advisors better manage their clients' investments. With its intuitive user interface, the software makes it easy to track the performance of individual stocks, mutual funds, and other investment types. It also provides detailed portfolio analysis and reporting capabilities to help financial advisors make sound decisions about their clients' investments. Additionally, the software allows users to customize reports and set up alerts for when certain thresholds are met or exceeded. inventory management software for Financial Advisors helps financial advisors make informed decisions that can help maximize returns and minimize risks for their clients.

Access management

Different permissions for distincts user groups.

Adding assets

Keep track of products and manufacturers

Manufacturer/supplier page

A separate page for a detailed profile.

Order management

Manage all your orders not to miss anything.

Search and filtering functionality

Find the required entries in seconds.

Responsive design

A fully responsive design, allowing each user to access the system from any device.

Overview
Softr’s Inventory Management Software for Financial Advisor lets you build a web application on top of Airtable or Google Sheets data. The template will let you consolidate all your client exchange in one place to avoid chaotic multi-channel communication. Data updates and changes will become available to all the parties in real time, allowing for easy sync and tracking

The template includes an advanced conditional visibility features that you can tweak to define what a specific group of users has access to and can modify. Further on, with Softr’s integrations you can setup website data tracking (with Google Analytics), Payments (with Stripe), and much more!

How it works
To get started, you simply need to create a Softr account (you can get started for free) and follow the template creation process. You will copy the template data in your Airtable or Google Drive account, and then start adding your own data. You can tweak the design of the web-app to make it fit your brand indentity and, as soon as the template is ready, you can invite users to log in and collaborate. You will be guided step-by-step on how to create your Inventory Management Software for Financial Advisor. Also, do not hesistate asking for help via our customer support chat if needed!

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