Stockloud

Stock Market Management

Modern and adaptable platform for stock market organizations

Intelligent business application based on Microsoft Dynamics 365 CRM, includes the latest in Microsoft Business Applications and Cloud technology: Microsoft Dynamics 365 Sales + Power Platform + Azure.

Meet the

Stockcloud Features

One of Our Signature Business Automation solution, integrates the best technology solutions specially for Stock Market with Microsoft Dynamics 365 CRM, Mobile and web App

Manage effectively your brokers work

Centralize your systems

Strengthen relationship with key investors

Reduce processing time and improve information analysis

Automate transactions on the entire stock market management process

Create reporting templates and dashboards

INTEGRATION

Integration with LA Systems, as well as with the business website, also having the availability of a mobile application

MANAGEMENT

Manage the entire Business Process (3 phases: identification, due diligence and qualify) from a simple platform

CONTROL

Monitoring system, as well as a 360 view of investors, from which you can generate reports and notifications

Built on the most robust solution. Microsoft Dynamics

Create brokerage accounts from a single web form, as well as automatically assign investor or risk profiles in a very simple and intuitive way. The platform provides a price calculator for financial instruments, in addition to being able to manage the stock market portfolio or investment instruments adapted to the business need. Beyond a CRM, it is a complete solution for the management of the stock market that allows you to have centralized information on the client.

Our solution is

Customizable

Multi Device

Cloud Based

Do not wait any longer and contact us!

We are experts in taking your company to the next level

Why choose C-ven Technologies for your Project?

Our mission is to make your work easier, more efficient and more productive.

As a Microsoft partner, we have an extensive track record in developing vertical solutions in CRM and cloud business applications. Our experience allows us to deeply understand our customers’ needs. Using cutting-edge Microsoft technology, we design customised solutions that optimise your time and resources, driving your business success.

Multiple Microsoft Partner of the Year Awards

Our hard work and great projects have been recognised by Microsoft thanks to the philosophy of excellence we share with our main partner. We strive to help our customers achieve their goals in a practical way.

Focus on the customer

We commit to each of our clients' projects as if they were our own, in order to exceed the expected results. With a team of certified professionals, we guarantee high quality service and a unique synergy based on personal attention to detail and requirements.

Agile Project Management

Delivering excellent results within the agreed timeframe is our priority. We have project management experts who develop agile methods to provide visibility, improve collaboration and ensure optimal results.