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Financial Services Software Solutions

Why Use Our Financial Services Software Solutions

The Financial sector comprises regulated financial services including accountancy, investments, and pensions; all multi-contract environments requiring careful central coordination and financial services software solutions to maintain control and maximize efficiencies.

Alphatec is a leading provider of financial services software solutions for time recording, profitability and retention, project, work-in-progress, and invoicing.

Our SaaS (Software as a Service) cloud software can be implemented quickly and easily with no additional demand on already stretched internal IT services, and we can migrate your existing information into our solutions as required.

Our financial services software solutions enable you to:

  • Record your time seamlessly and accurately to a client, service, and activity for charging purposes, including expenses.
  • Track the true cost of your clients and fully understand their respective profitability.
  • Track income versus budget and forecast for clients and individuals.
  • Manage fixed-term and/or fixed-cost projects and assignments, with allocated resources, personal or role rates, margins, and automated notifications.
  • Maintain TCF and maximize client retention, with service and fee transparency.
  • Monitor levels of specific regulatory activity, such as Compliance and CPD objectives.
  • Manage work-in-progress, resource management, invoicing, and profitability by client, discipline, project, or individual.
  • Fully understand your business by bringing together data from our software and integrating it with information from your other systems, providing meaningful information at whatever level is required.

The following features make our financial software solutions powerful yet easy to use:

  • Remote access from anywhere with an internet connection.
  • Centralized coordination with operational and financial reporting.
  • Time recording at unit or time level.
  • Expense recording.
  • Budget, forecast, and income recording.
  • Optional Acturis integration for clients, services, and income.
  • Customizable static reference data to support varying roles, disciplines, etc.
  • Powerful ad hoc reporting and dashboards.
  • Integration with your own systems.

Contact us to see how our financial software solutions can help your business.

Request a demo

The best way to appreciate how our financial services software solution can support your business needs is to run-through a demo.

Demo

Our financial servicessoftware solutions

Timebox – Time Management

In today's fast-paced business environment, efficient time management is crucial for success. That's where Alphatec's Timebox, a robust time management software solution, comes in.

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Insurance Business Intelligence Integration

AlphaBI enables you to understand the data relating to your business, enabling informed decisions on how best to work, maximise efficiencies and increase profitability.

Learn More

RiskControl

RiskControl is a complete risk management software solution that helps you identify, manage and monitor all business risk.

Learn More

Choose Alphatec for your Financial Services Software Solutions?

Ease of Use

Our products are hosted SaaS (Software as a Service) cloud solutions, accessible from any location and device with an internet connection, making home working, hot desking and collaboration easy and productive.
Full training and migration of data from existing systems can be provided as part of the service.

Integration

All our products are modular and are available to integrate simply and efficiently with your existing systems, such as online forms, financial payments and business intelligence management information. For more bespoke integration or integration with in-house systems our consultancy team are on-hand to advise and implement those integrations.

Flexibility

From the largest corporate to the individual, we have a pricing structure for you.
Pricing is based on modular design and measured usage such as users, records, and optional features such as document storage. The client pays for what they need.
Subscription costs include all enhancements to the core system.

Related Case Studies

Newcastle University

Northumberland County Council

Timebox allows us to manage our staff more efficiently and enables us to accurately assess and align the practices across the different clients and staff. We can also monitor staff workload and it helps us improve our processes and systems. The reporting functionality and outputs that timebox can produce is a powerful tool to support decision making in the business.

David Boyd, Finance Director, Willis & Company (Insurance Brokers) Ltd.

Request a demo

The best way to appreciate how our software can support the needs of your organisation is to run-through a demo.

Demo

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