The latest in enterprise resource planning application tailored for the financial advisory industry. An all-in-one business, provider, customer relationship and client management tool.
Perfectly engineered with the latest application development technologies delivering a cloud-based, quick, fully-responsive and secure business application solution.
Seamless in-app web, email and SMS messaging engine, ensuring awareness at all times and throughout the organization.
Powerful and intuitive, real-time data, analytics and metrics conveyed through easy to use interactive dashboards and reports offering invaluable insights and a streamlined business process.
Fast, responsive and feature rich to manage your business in the office and on the go.
Full provider management with Application Programming Interface (API's) integrations with leading financial institutions and partners.
Tools and reports that identify areas of improvement that will increase productivity and client engagement.
Dedicated support and continued enhancements leading into the future with machine learning, hyper-ledger technology and more.
Carrick Concierge is our service promise to you. A promise that we will be with you every step of the way of your investment journey. With Carrick Concierge, your personal financial adviser is at your fingertips to help you manage your investment portfolio and financial planning needs.
As a Carrick Concierge member, you will have secure access anytime, anywhere, to your personal profile and investment portfolio with real-time market valuations. You will be able to edit your profile as well as request service from your dedicated adviser.
Through partnerships with industry leaders in the fields of foreign exchange, tax, international property, offshore bank accounts, trusts, wills and estate planning, we are able to cater to your offshore and onshore investment needs by providing you with access to the highest levels of service for your financial planning requirements.
If you would like to know more about any of our solutions or service offerings, please contact us.
Bespoke Software Development | Mobile and Cross-Platform Application Development | Web Design and Development | Systems Integration | Systems Architecture | Systems Engineering | IT and ICT Consulting Services | Infrastructure and Networking | Cloud Computing | Security
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Carrick. IT Solutions (Pty) Ltd. is a member of the Carrick. group of companies.