Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
Standard CRM systems often lack the capability to handle finance-related specifics such as loans, insurance, commissions, or investment details, making it difficult to report on these essential areas. Typically, these systems do not provide fields for entering this information, leading to a gap in functionality. In contrast, LinxCRM has been purposefully developed by industry experts to cater exclusively to the financial sector, ensuring it is well-versed in the intricacies of finance. Unlike conventional web-based solutions that may expose you to privacy risks, LinxCRM maintains complete control over your client information while offering the flexibility of remote access through a secure "private cloud." Remarkably, even we cannot access your data! If your organization operates across various finance sectors, you will find it unnecessary to juggle multiple systems, as LinxCRM consolidates all aspects into one comprehensive client record. This allows you to effortlessly view each client's entire portfolio of loans, policies, properties, and more, all while keeping your compliance documentation organized and accessible. Thus, LinxCRM not only enhances efficiency but also strengthens your data security and privacy.
Description
SS&C EVOLV offers a robust, cloud-driven accounting solution designed specifically for financial institutions, seamlessly integrating and automating all risk and finance processes associated with loan portfolios, spanning from data collection to comprehensive back-end reporting and analytics. This platform enhances loan accounting efficiency, ensures data accuracy, bolsters compliance, and allows managers to concentrate on making more informed decisions. Furthermore, it stands out as the only risk and finance solution that can flexibly adapt to the evolving landscape of accounting standards. By automating and integrating risk and finance functions, it eliminates reliance on outdated manual processes and spreadsheets that are frequently handled outside the loan servicing framework. It also addresses reserving issues by equipping users to meet the demands of new loan loss methodologies, such as CECL and IFRS9. Additionally, it enhances compliance readiness and reporting capabilities through improved automation and data integrity, empowering institutions to navigate regulatory requirements with confidence. Ultimately, SS&C EVOLV positions organizations to thrive in a dynamic financial environment.
API Access
Has API
No
API Access
Has API
No
Integrations
Infracommerce
No
Uptix
No
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Pricing Details
Contact SS&C Technology for pricing details
Free Trial
No
Free Version
No
Deployment
Web-Based
No
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
Yes
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
No
Webinars
No
Live Training (Online)
No
In Person
No
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
Yes
In Person
No
Vendor Details
Company Name
Linx Software
Country
Australia
Website
www.linxcrm.com
Vendor Details
Company Name
SS&C Technologies
Founded
1986
Country
United States
Website
www.ssctech.com
Product Features
CRM
Calendar/Reminder System
Yes
Call Logging
No
Document Storage
Yes
Email Marketing
Yes
Internal Chat Integration
Yes
Lead Scoring
No
Marketing Automation Integration
Yes
Mobile Access
Yes
Quotes / Proposals
No
Segmentation
Yes
Social Media Integration
Yes
Task Management
Yes
Territory Management
No
Product Features
Accounting
Accounts Payable
No
Accounts Receivable
No
Bank Reconciliation
No
Billing & Invoicing
No
CPA Firms
Yes
Cash Management
No
Cryptocurrency Support
No
Expense Tracking
No
Fixed Asset Management
No
Fund Accounting
No
General Ledger
No
Government
No
Multi-Currency
No
Nonprofits
No
Payroll Management
No
Project Accounting
No
Purchase Orders
No
Tax Management
No
Financial Risk Management
Compliance Management
No
Credit Risk Management
No
For Hedge Funds
No
Liquidity Analysis
No
Loan Portfolio Management
No
Market Risk Management
No
Operational Risk Management
No
Portfolio Management
No
Portfolio Modeling
No
Risk Analytics Benchmarks
No
Stress Tests
No
Value At Risk Calculation
No