For Senior Management
Accesibility
Each financial services company is unique. You decide what an Analyst has access to versus a Director. Create as many groups as you desire - Compliance, Financial, Sector Team, Human Resources, Personal Assistants and decide which each group can see and edit.
Compliance
Full audit log held for each transaction or piece of information on a company. Our unique “next level deal marketing” tool avoids those all too often costly mistake of sending the wrong file or document to the wrong person. Whether managing a transaction with 10 bidders or 200 bidders, Roclo can, with one click, personalise NDAs, process letters, watermark confidential documents and attach them to personalised emails ready to send out. Whilst avoiding potential compliance issues it will also simultaneously save countless hours allowing junior bankers to focus on more important deal transaction matters.
Reporting
Design what you want to see and how you want to see it. Reduce administrative burdens by scheduling reports to be sent to your team, group or specified individuals as often as required.
Dashboards
Every dashboard, chart, table, graph can be customised to meet each user's preferences and interests. Viewing at number / value of deals at a global level or wishing to see performance on a sector basis can easily be set up. Set up dashboards that are suitable from analysts and associates only or providing more detailed dashboards for Directors and Managing Directors can be set up with ease.
