Financial Services Firms

Effortlessly manage client portfolios, automate financial transactions, and streamline regulatory compliance with a comprehensive ERP solution tailored for financial services firms.


Maximize Financial Accuracy and Compliance

Enhance your control over financial processes and ensure full compliance with industry regulations. Boost tax planning and data reporting efficiency with automated features. Eliminate errors and enhance data integrity by consolidating all financial information in a single system.

Optimize Investment Management and Strategy

Leverage advanced analytics and forecasting tools to make informed investment decisions. Monitor and manage multiple investment portfolios with ease, ensuring optimal asset allocation. Identify and capitalize on market trends and changes, driving better returns for clients.

Accelerate Client Onboarding and Services

Expedite your client onboarding process with automation tools and consolidated client profiles. Improve client satisfaction through personalized and proactive service, powered by intelligent insights. Streamline document management and securely share information with clients to build trust and foster collaboration.

Enhance Risk Management and Fraud Detection

Implement robust risk assessment and management frameworks to safeguard your firm and clients' interests. Leverage powerful analytics to detect fraudulent activities and abnormalities in real-time. Strengthen cybersecurity measures, securing sensitive data and preserving your clients' confidence in your firm.


Enhance Financial Decision-Making

Leverage advanced analytics and insights to make well-informed financial decisions.

Optimize Investment Portfolios

Use real time data to manage and track diverse investment portfolios with ease, ensuring maximum returns and reduced risk.

Improve Cash Flow Management

Gain complete control over receivables and payables with robust tracking and reconciliation functionalities.

Simplify Taxation Procedures

Automate tax compliance processes and reporting to minimize errors and ensure timely submissions.

Facilitate Comprehensive Risk Assessment

Identify pressure points within your operations as soon as they arise, allowing for effective risk mitigation.

Foster Regulatory Compliance

Stay ahead of ever-changing financial regulations with automated updates and compliance monitoring features.

Accelerate Client Onboarding

Expedite the client onboarding process with efficient data collection, verification, and secure storage.

Elevate Custom Reporting

Generate tailored financial reports that cater to the unique needs of your clients and stakeholders.

Fortify Data Security

Protect sensitive financial information with robust encryption and multi-layered security measures provided by the ERP software.

Drive Business Scalability

Seamlessly expand operations and accommodate growing needs with flexible and scalable financial management tools.


Front Runners for Top ERP Software

#1 Rated on G2

What our Customers Say About Us

Whatever your business
size, Deskera enables you to
simplify operations across
business functions. Here's
what our customers say
about us.

At GoDo, we understand that managing our finances and customer relationships is essential for our success. Deskera has provided us with an easy to use and intuitive platform that has enabled us to access our financial data, track customer relationships, and manage our finances with ease. We have been able to streamline our processes, better manage our finances, and stay on top of our customer relationships. We highly recommend Deskera to any business that is looking to stay organized and efficient.

Wesley Wright

CEO, GoDo Life

We are extremely pleased with our decision to switch to Deskera and have seen a significant improvement in our business operations since making the switch. The sales process was smooth from start to finish and customer support at every step of the implementation was stellar. Highly recommend Deskera to those looking for a great ERP solution.

Wally Mears

CEO, The Jungle

We implemented Deskera's integrated platform to improve our procurement and inventory management processes to streamline our operations and improve efficiencies. I highly recommend their platform to any company looking to accelerate their growth.

Scott Phetsalod

Laboratory Manager

Run Your Business With Deskera