Filemaker Pro

At Fingertips Intelligence we recommend Filemaker Pro to clients who need database solutions.
Its automated tools and drag’n’drop features mean that bespoke database solutions can be developed far faster than some of the alternative products.

Filemaker Pro custom applications

Benefits of Filemaker Pro

Databases can be accessed by multiple users simultaneously.

Produce professional looking reports including graphs and charts.

Can handle multimedia file types including images, videos and sound.

Using the PHP API, Filemaker solutions can exchange information via the web.

A Filemaker solution allows the generation of bespoke reports that can be used both internally and externally. For example:

  • Summary of all asset valuations at a point in time
  • Portfolios that have particular assets
  • Fees that have been paid or are still outstanding
  • A professional client-facing valuation report

Using Filemaker, financial services companies can be sure they have excellent data quality. For example:

  • Allow portfolio details only to be assigned to individuals who have been registered on the system
  • Checking assets are assigned only to valid portfolio numbers
  • Automatic creation of portfolio elements when a known asset type is purchased on a valid portfolio
  • Correct client details so any client correspondence is conducted in a professional manner

A Filemaker database can be configured to automatically calculate management fees:

  • Multiple calculation methods can be applied e.g. tiering or percentage fees
  • Calculation steps can be seen directly on screen, allowing for verification and reconciliation
  • Group fees by related clients e.g. families or allocate to individual portfolios
  • Keep a record of fees paid and outstanding monies
  • Integrate fee payments with a central accounting system such as Sage