“From having a limited work flow process system before, Streamline now takes care of our client database, portfolio allocation and client records – all at a reasonable price." Matthew Wray of Statucor

How do we do it?

On the beach

"I'm on top of that issue... no worries!"  

While we believe Streamline is a comprehensive and powerful tool that solves most typical managerial challenges, it is structured implementation, comprehensive training, and managerial ownership and commitment that ultimately drives the success of the solution.

We at Streamline believe in partnering with our clients to ensure that the long-term benefits of the system are realised.  We provide Streamline on a "risk-sharing" basis, which means that we will offer the rental option on 30 days notice after an initial fixed 3 month trial period.  The 3 month minimum rental is required to allow for a period of change management to instill the task-centric mindset that Streamline posits.  

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