Introducing
MismaFlex
Manage your Financial Advisor practice efficiently.
The economical choice for small to mid-sized practices.
Cloud based SaaS solution.
Automated daily transaction and position imports.
BILLING
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Flexible billing options to handle quarterly billing, deposit billing and initial pro-rated billing for new clients.
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Features a one-of-a-kind billing option to allow for asset based rates as opposed to flat rate fees (optional)
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Advanced billing features including discounts and other special considerations
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Automated generation of ACH files ready to upload right in to Fidelity
MismaFlex in Action
Home Page
Client Billing
Client Page
Client Page
CLIENT RELATIONSHIP MANAGEMENT
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Make notes to keep track of client interaction
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Track discretionary and non-discretionary accounts
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Store important dates to stay ahead of client milestones, birthdays, anniversaries, etc.
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Create reminders and workflows to stay in contact or track events
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Create categories to segment client workflows
CLIENT BILLING PORTAL
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Allow client access to the platform to review billing and performance data
EFFICIENCY
MATTERS.
TAKE CONTROL OF YOUR PRACTICE.
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