No tricks, just clever coding so that you dont need any complicated formulas, no chart of account mapping and no tricky installations. The Only fully automated Management Reporting Pack for Sage - Watch and be amazed at how much time you will save and how impressed your clients will be! Don't be scared of Pivot Tables.
We have automated the entire process enabling data mining and drill down capability to the underlying Sage transactions in less than 15 seconds - beat that! Departmental P&L reports with a total agreeing to the overall P&L - No more adding up numerous departmental P&L's.
Services We Offer:
- Pension Advice
- Investment Management
- Wealth Management
- Tax Planning
- Estate Planning
- Insurance Advice
- Mortgage Advice
- Savings and ISAs
- Financial Risk Assessment
Our Locations:
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Main Office - Unit 1 Betta Building, Willments Industrial Estate Hazel Road, Southampton, SO19 7HS
02380438533
Business Name
Optegra Financial
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