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 for your project?

We’re on a mission to make your job easier and your business more profitable.

We are a Microsoft Partner with over 15 years of experience dedicated to developing CRM verticals and Cloud Business Applications. With our customers needs in mind and using cutting edge Microsoft technology, we create solutions that help you make the most out of your time and resources.

Microsoft Partner of the year 2017, 2019 & 2021

We have worked hard to get successful outcomes for our customers and it has resulted in recognition from some of our most important partners. Our awards have come from being aligned with Microsoft’s philosophy, doing everything possible to help our business partners achieve their goals.

Customer Centric

We truly care about our clients and get invested in their projects as if they were our own to make sure they can exceed the expected results. Our team of certified professionals are committed to high quality service and create a special synergy with each one of our clients.

Agile Project Management

Completing our projects and delivering excellent outcomes in the established time is in our company’s DNA. We have invested in top notch SCRUM project management professionals to develop Agile methods that help us give our customers visibility, improve collaboration, accountability and, of course, results.