Case Study: Modoras achieves streamlined financial planning and lead tracking with Mitrais software development

Modoras Financial Performance Group transforms financial planning with Mitrais over 15 years

Modoras Financial Performance Group, a leading privately owned wealth management firm in Australia, faced limitations with available financial planning software. Their business practices required the use of multiple applications, and there was no comprehensive solution that integrated all their needs. To overcome this, they partnered with vendor Mitrais to develop a custom software solution.

Mitrais developed "Evolution," a fully automated and integrated online financial planning software solution. This system dynamically integrated client relationship management with portfolio management, compliance, workflow, and marketing capabilities. The partnership with Mitrais provided Modoras with a reliable, dedicated team that implemented solutions quickly and consistently exceeded expectations, enabling Modoras to maintain its market-leading position and continue its growth.

Modoras Financial Performance Group