GoldFinch ERP for Advanced Manufacturing & Inventory Planning
GoldFinch is a Salesforce-native ERP and accounting solution for inventory-driven manufacturers, distributors, and nonprofit meal programs and food banks. It unifies accounting, inventory, supply chain, warehouse, production, billing, and reporting into a single system—without synchronization delays across separate applications. Every GoldFinch license includes: Accounting — General Ledger, AR, AP, and real-time reporting Inventory & Warehouse — Warehouses, locations, bins, lots, serials, and UOMs Supply Chain & Purchasing — Forecasting, planning, purchasing, and receiving Manufacturing — Batch, discrete, and configure-to-order production Sales & Billing — Sales orders, invoicing, and service billing Project & Cost Tracking — Operational and financial cost visibility Mobile & Barcode Workflows — Receiving, inventory, picking, and warehouse execution
Top keywords
- accounting3×3.00%
- billing3×3.00%
- inventory3×3.00%
- warehouse3×3.00%
- chain2×2.00%
- cost2×2.00%
- goldfinch2×2.00%
- production2×2.00%
- purchasing2×2.00%
- receiving2×2.00%
- reporting2×2.00%
- sales2×2.00%
OPAL for Salesforce
OPAL facilitates goal-based planning and monitoring of client goals. Our solution addresses some of the major challenges in the traditional advice process: - Only a minority of clients receive some sort of planning when starting investing - Plans are often static documents and clients’ financial goals are not monitored - Assumption for growth in the underlying investment portfolios are often extremely basic and unrealistic. OPAL makes use of institutional-quality, realistic portfolio projections, based on monthly updated economic scenarios for more than 700 asset classes. This enables advisors, wealth managers and planners to translate their client’s goals into suitable investment decisions which comply with regulation. Goal-based planning leads to better investment decisions, realistic client expectations and helps advisors to keep track of the likelihood of achieving their client’s goals through dynamic updates that track the conditions and outlook on financial markets. Our institutional background and experience enables us to model a wide range of asset classes and funds and implement tailored client portfolios, matching the actual products that are offered to clients.
Top keywords
- client5×2.89%
- goals4×2.31%
- clients3×1.73%
- investment3×1.73%
- planning3×1.73%
- advisors2×1.16%
- asset2×1.16%
- asset classes2×1.16%
