Financial Management means planning, organizing and controlling the financial activities of a family or organization. Overall, the financial management is generally concerned with procurement, allocation and control of financial resources. Delta Data Services has recently developed a Financial Application targeted towards Financial Planners, otherwise known as Financial Advisors or Financial Managers.

Delta Data Services (DDS) integrated many innovative, upgraded workflows, automations, customizations and templates into this application – mainly to assist advisors manage organizational funds and client’s wealth. With DDS Financial App, comes a plethora of added customizations that works simultaneously to ensure that all parts of financial management are incorporated. DDS Financial App runs on Zoho One and includes applications such as:

• Zoho Books: Record time spent on services rendered, then automatically invoice from timesheet. Create an invoice when a deal is closed.
• Zoho Sign: Sign documents such as advisor approval form and attach to the specified contact in a secured environment
• Zoho Forms: Client securely submit their data to CRM and add spouse and dependents
• Zoho Sites: Access the form for your client intake questionnaire
• Zoho Mail: see email associated to clients and their families
• Client Portals: clients can see their CRM data, signed documents and estimates and invoices.
• Alerts: Receive email alerts for important reminders and new data in the system
• Zoho Analytics: critical reports to the Financial Planner covering sales and operations