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Account Management

Account management focuses on nurturing client relationships as


well as strengthens monetary bounding. Invexup’s center of
attention is to retain client’s business and grow financial
opportunities. We accomplish these objectives by learning and
helping what clients’ goals are.
By understanding clients’ needs, we also help answering their
questions, solve their problems and develop a long-term strategic
financial partnership with the client that extends beyond the original
sale.
By mapping out the onboard process, management workflows, and
communication calendar, we must streamline the client success
process.

Risk Management
Risk management never been important than it is now. Modern risk
organizations facing grown more complex, fueled by the rapid pace
of globalization. New risks are constantly emerging, often related to
and generated by the now-pervasive use of digital technology.

Invexup have designed and implemented risk management strategies


and policies for multiple scheduled financial consultants among all
over the world. We (Invexup) ensured that the pure risks of losses
were managed appropriately and charged with the responsibility for
specific risks only. Most activities involved providing adequate
insurance and implementing loss-control techniques so that the
client’s employees and property remained safe. We also sought to
reduce the client’s costs of pure risks and to initiate safety and funds
management. As far as financial consultancy is concerned, We
provide solutions, analytical tools and consulting in risk
management for financial institutions by managing exposure to risks
and protecting the value of assets.

ERP Solution
Enterprise Resource Planning (ERP) is a business process
management that manages and integrates day-to-day business
activities, such as financial, procurement, production, project,
human resource, and other activities. It provides real-time and
accurate information that helps stakeholders make sound business
decisions based on the data generated.  According to the latest
statistical data, 81 percent of companies are in the process of
implementing ERP or have successfully implemented it. Businesses
employ enterprise resource planning (ERP) for various reasons, such
as expanding business, reducing costs, and improving operations. As
ERP Firm, we (InveXup) consult businesses to quickly access
needed information for clients, vendors, and business partners,
contributing to improved customer and employee satisfaction,
quicker response rates, and increased accuracy rates.
We (InveXup) promotes the free flow of communication across an
organization and results in increased synergies between different
business areas, increased efficiencies as processes are streamlined
and information is readily accessible to those that need it; and
reduced costs associated with outdated and ineffective technology.
Adopting an ERP may be a costly endeavor, but the return on
investment (ROI) may be achieved quickly. Most certainly, the
benefits realized (e.g., increased productivity and reduced
administrative costs) may far outweigh the costs to introduce an
ERP. Furthermore, ERP has two types of management, Hard and
Soft Management. Hard management belongs to assets
management and Soft management belongs to funds management.

Asset Management
Invexup is Asset Management Corporate Firm usually manages a
group of investment professionals with broad market expertise. With
pooled capital, we are able to utilize financial diversification and
complex investment strategies to generate returns for investors. We
handle pooled funds from clients into a variety of securities and
assets. Invexup compensated through fees, usually a percentage of a
client's assets under company’s management. Along with trading
securities and doing analysis, we advise and manage client
portfolios, often through a special "wealth management" division or
subsidiary. We may also act as advisors to clients, discussing
financial goals, recommending products, and assisting clients in
additional ways.
\Funds Management

Funds management covers any kind of system that maintains the


value of company’s entity. As fund management firm, we may be
applied to intangible assets e.g., intellectual property and goodwill
and tangible assets (e.g., equipment and real estate). We maintain
systematic process of operation, deploying, maintaining and
upgrading assets in the most cost-efficient and profit-yielding way
possible.
Invexup must pay close attention to cost and risk to capitalize on the
cash flow opportunities. We ensure the proper liquidity of the funds
with a crucial aspect of the fund in a rightful way.
We do classify according to client type, the method used for
management, or the investment type. We have highly trained
manager who can lead client’s fund to beat competitors and their
benchmark indexes. 

ISO Consultancy
Standards are the distilled wisdom of people with expertise in their
subject matter and who know the needs of the organizations they
represent – people such as manufacturers, sellers, buyers, customers,
trade associations, users or regulators. For instance, Quality
management standards to help work more efficiently and reduce
product failures. Same as Environmental management standards to
help reduce environmental impacts, reduce waste and be more
sustainable. Moreover, health and safety standards to help reduce
accidents in the workplace. Energy management standards to help
cut energy consumption and Food safety standards to help prevent
food from being contaminated. Lastly, IT security standards to help
keep sensitive information secure.

The International Standards Organization (ISO) is an independent


body that provides standards for organizations to follow. The term
‘standards’ includes the quality, safety, and efficiency of the
products or services provided by the businesses. InveXup provides
consultancy and services regarding ISO certification. We also help
our clients to complete their documentation and standard of ISO.
ISO certification can help you sustain, nurture, and build trust in the
market. It helps to improve your business credibility and authority
as well as the overall efficiency of the business.

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