Finance ERP for Banks & Financial Services

Are you looking for a banking and finance ERP software solution that can deliver real-time, actionable insights to your financial services company? Multiview Financial Software offers an advanced cloud ERP product, Multiview Cloud ERP, that enables your finance team to stop chasing numbers and start using them to make more informed business decisions. You get a single point of truth that helps you “End Month-End.”

Key Software Features of A Finance Industry ERP

At Multiview, we rely on our 30 years of software development expertise and extensive knowledge to create an adaptable product that can serve the unique needs of the finance industry. Our financial services ERP solution provides much more than basic general ledger functionality. You get a comprehensive suite of accounting and operational modules that can support other business functions. ERP features and functionalities include everything from budgeting and forecasting to document management, workflow and business process automation and generating multisource data warehouses.

Benefits of Using Our Enterprise Software for Finance Applications

Integrating our enterprise resource planning system provides a host of advantages for financial services operations such as yours:

  • Get accurate, up-to-date info: The ability to make quick decisions is essential for delivering top-notch client services. Multiview ERP includes access to ViewPoint, a powerful reporting environment that provides the precise, specific real-time data you need to increase your business intelligence.
  • Safeguard sensitive financial information:The Document Management module gives you the flexibility to scan and store spreadsheets, PDFs and other documents in one all-inclusive data warehouse or separately. Get extra peace of mind knowing you’re protecting your most valuable asset — your client’s information.
  • Save time: Think of how much time your accounting and finance team spends closing the books at the end of each quarter, month and year. Using our enterprise software for this essential but time-consuming step can free up these individuals to perform other essential and decision-making tasks.
  • Stay compliant: Dealing with increasingly stringent regulations and compliance requirements is critical in any financial services operation. Our software helps to reduce errors and provides more transparency for auditors and regulators.

Examples of financial services entities that can experience these and other software benefits include:

  • Real estate investment trust firms.
  • Asset management firms.
  • Wealth management firms.
  • Venture capital firms.
  • Private equity firms.
  • Banks.

Why Choose Multiview?

Our ERP implementation methodology is different than many of our competitors. You’ll work closely with an experienced consultant who has extensive knowledge of your industry. We also provide individualized training to ensure every team member is familiar with the software’s features and is comfortable using them. We even provide video recordings of training sessions to reinforce the learning process and for future reference.

We also offer ongoing support for as long as you use our cloud ERP software. Our same-day response to inquiries ensures a quick, satisfactory issue resolution. Our philosophy is people first — we genuinely care about every client.

Contact Us to Schedule a Software Demo

Find out why our ERP software is a smart choice for the finance and banking industries. Contact us to arrange a no-obligation demo today. You can also request additional product and pricing information.