Integral to the ROOTS system is the client database. This database securely stores information regarding the pending purchase of a client, purchasing history, and even family connections.
Streamlining the investment process is a crucial component of the ROOTS system. We developed a system that tracks orders throughout the purchase cycle. This system is fully automated and visual, resulting in the Dealer Representative and the Raintree administration team evaluating and ensuring orders are valid and compliant.
The management team can monitor an order at any stage of the investment process. PDERAS integrated automated updates and invoicing into the ROOTS system. In addition, a customized calendar with multiple layers ensured that different levels of the organization were always informed and up to date. Finally, a resource sharing section allowed the Raintree team to fully support and assist their Dealer Representatives throughout the investing process. Not only does the system perform at a high level, it is also incredibly secure. Raintree regularly employs third party digital security experts to ensure security standards are up to date.