Infitarit: The Ultimate Financial Intelligence Platform
Say goodbye to scattered spreadsheets, outdated data tools, and endless hours of manual analysis. Infitarit brings it all together into a powerful, AI-powered financial dashboard tailored for investors, analysts, consultants, and business owners. Built on modern tech like Python and React, and inspired by real business challenges — this is the one-stop financial intelligence system you’ve been waiting for.
✅ Manage Every Element of Your Financial Workflow
🔹 Capture Market Signals
🔹 Follow Up on Investment Opportunities
🔹 Generate Smart Reports
🔹 Track Economic Indicators
🔹 Sell Better. Forecast Faster.
🔹 Organize Portfolios with Clarity
🔹 Built for Freelancers, Teams, and Enterprises Alike
✅ Lead & Opportunity Tracking – Simplified
Never miss another investment lead or financial alert again. Infitarit pulls data from APIs, RSS feeds, forms, chats, and spreadsheets — organizing all potential opportunities in one dashboard.
✅ Sources Supported:
🔹 APIs (forex, stocks, commodities)
🔹 Google Sheets & Excel
🔹 CRM Integrations
🔹 Custom forms & Webhooks
✅ Follow-Up with One Click
Get automated reminders and communication tools that keep you on track. Whether you’re reaching out to a prospect, updating a lead, or adjusting a portfolio—Infitarit automates it all.
✅ Features:
🔹 Prebuilt email & message templates
🔹 Call logs & meeting notes
🔹 Automated status updates
🔹 Timeline view of every interaction
✅ Invoice, Forecast & Budget Smarter
Turn insights into profit with smart quote and invoicing tools. Know your ROI before committing capital. Forecast profitability, track expenses, and convert projections into financial documents instantly.
✅ Key Highlights:
🔹 Build quotes from live data
🔹 Convert to invoices with one click
🔹 Track project expenses & margins
🔹 Create downloadable, branded reports
✅ Centralized Contact & Asset Management
Manage every client, partner, or financial asset in one place. Build detailed profiles, store transaction history, and tag key relationships. Easily share access across departments or stakeholders.
✅ You Can:
🔹 Tag users as investors, clients, vendors, or partners
🔹 Store document uploads securely
🔹 Track communication & notes history
🔹 Assign roles and permissions
✅ Supercharge Retention & Upsell
Whether you’re managing clients or investment groups, use campaign tools to send updates, reports, or promotional offers. Inspire loyalty with actionable data insights.
✅ Campaign Tools Include:
🔹 Email & social outreach
🔹 Personalized alerts & triggers
🔹 Performance dashboards for each contact
🔹 Track conversions from campaign to investment
✅ Organize Fixed Investment Portfolios
Track recurring investment products, project schedules, and dividend payout calendars with precision. Set automated alerts and capacity limits on high-demand assets.
✅ Tailor for:
🔹 Mutual funds, fixed deposits, insurance
🔹 Crowdfunding or tokenized assets
🔹 Bonds, annuities, or real estate portfolios
✅ Made for Every Business Size
Whether you’re a solo finance expert or a global investment firm, Infitarit scales with your business.
🔹 Key Modules:
✔️ 40+ built-in dashboards
✔️ 30+ performance & risk reports
✔️ Email workflows & smart triggers
✔️ Access control & role management
✔️ Custom dashboards & API support
✅ Let’s Talk
Ready to take your financial operations to the next level?
Contact Infitarit and discover how real-time dashboards, AI insights, and automation can transform your decision-making.
🌐 Visit: infitarit.com