Verified· 3 sources

plan-bee.ch ag

Summary

About the company

The core activity of plan-bee.ch is the development and provision of software solutions as well as consulting services in the areas of corporate planning, asset management, customer relationships, personnel management and time tracking.

AI-generated

Offering

Products & services

Industry:Software Development

✓ Offered6

CRM and portfolio management solution

CRM with a database of people and companies, notes, document management, a task system, timeline, contract management, E-mail/WhatsApp/Threema integration, as well as portfolio management, performance calculations and fee billing.

Compliance software

Monitoring of capital flows, exchange transactions, restrictions, bandwidths and equity quotas, as well as FINMA data collection and sanctions-list screening against SECO, the EU and the US.

Interfaces to custodian banks

Automatic import of position and transaction data, PDF asset statements and documents via EBICS, sftp or API calls from custodian banks.

Securities administration

Securities/valor administration, mixed instruments, mandate types, model portfolios and data import from connected custodian banks.

Financials and accounting

Financial reporting, central payment processing, accounts payable management, expense management, account reconciliation, payment submission, cost centers, payroll management, invoicing and accounts receivable management.

Outbound Leads by COHAGA

Looking for direct email addresses and phone numbers?

Leadhub delivers verified contact details and decision-makers from over 750,000 Swiss companies — management, procurement, marketing, HR.

Discover Leadhub

plan-bee.ch ag

About the company

Products & services

Looking for direct email addresses and phone numbers?

plan-bee.ch ag

About the company

Products & services

Looking for direct email addresses and phone numbers?

Aggregated rating

No knowledge articles yet

plan-bee.ch ag in comparison

Industry comparisons are coming soon

Similar companies