What POS Software does for a investment advisor
A POS rings up each sale, takes M-Pesa and cash, prints a receipt and updates stock in one step. For a investment advisor, the value shows up exactly where the work is hardest.
Investment advisors track client portfolios, investment performance, fees and regulatory compliance. Investment advisor margins come from management fees on assets under management.
Clients and regulators expect transparent fees and strong investment performance. Veira handles that as part of the same sale, so compliance is not a separate evening job.
Investment Advisors run differently, and the software should too
A generic till misses the details that decide whether a investment advisor makes money. These are the ones that matter:
- 1
The daily reality
Client account and portfolio tracking. POS Software built for a investment advisor turns that into a number you can act on, and you also sell in seconds on a phone, tablet or the free Veira terminal.
- 2
Where the margin leaks
Investment performance measurement. POS Software built for a investment advisor turns that into a number you can act on, and you also take Buy Goods, Paybill and Pochi la Biashara payments at the till.
- 3
What slows the counter
Fee calculation and billing. POS Software built for a investment advisor turns that into a number you can act on, and you also keep selling offline and sync the moment the network returns.
- 4
What buyers expect
Regulatory compliance. POS Software built for a investment advisor turns that into a number you can act on, and you also file a compliant eTIMS invoice on every sale automatically.
What to look for in POS Software for a investment advisor
- Offline mode that keeps the queue moving during outages. This matters for a investment advisor because of client account and portfolio tracking.
- M-Pesa built in so payments reconcile themselves. This matters for a investment advisor because of investment performance measurement.
- eTIMS filing included, not a paid add on. This matters for a investment advisor because of fee calculation and billing.
- Live reports you can open from your phone. This matters for a investment advisor because of regulatory compliance.
A notebook and a basic till, or Veira
| Notebook or basic till | Veira | |
|---|---|---|
| Counting stock | By hand, rarely matches the shelf | Live by item, branch and value |
| M-Pesa at the counter | Checked on a separate phone | Matched to each sale automatically |
| eTIMS invoices | Typed in later, if at all | Filed on every sale, even offline |
| Knowing your numbers | A monthly guess | Live margin and takings on your phone |
A real investment advisor example
A Nairobi investment advisor managing KES 100 million for 20 clients cannot track individual portfolios or performance.
- Client account and portfolio tracking.
- Investment performance measurement.
- Fee calculation and billing.
- Sell in seconds on a phone, tablet or the free Veira terminal.
- Take Buy Goods, Paybill and Pochi la Biashara payments at the till.
- Keep selling offline and sync the moment the network returns.
Every sale on Veira files a compliant KRA eTIMS invoice, online or offline. Clients and regulators expect transparent fees and strong investment performance.
A POS rings up each sale, takes M-Pesa and cash, prints a receipt and updates stock in one step. Here is what that looks like with Veira:
- Sell in seconds on a phone, tablet or the free Veira terminal
- Take Buy Goods, Paybill and Pochi la Biashara payments at the till
- Keep selling offline and sync the moment the network returns
- File a compliant eTIMS invoice on every sale automatically
Related questions
Frequently asked questions
Is POS Software hard to set up for a investment advisor?
Does it keep working offline?
Does it handle M-Pesa for a investment advisor?
Is it KRA eTIMS compliant?
How much does POS Software cost for a investment advisor in Kenya?
Can it run more than one investment advisor?
Based on KRA eTIMS regulations and interviews with 5,000+ Kenyan businesses
Whether you run one investment advisor or several across Kenya, Veira gives you point of sale that fits the trade instead of fighting it. Book a free demo and see it work with your own investment portfolio management.