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Conquer financial processes effortlessly with customizable apps to match the changing environment with Clappia’s No-code/Low-code platform!

Bring your business vision to life! Create customised apps within minutes!

Asset Management

  • Asset Information: Tracking and organizing financial assets with customizable forms, ensures that crucial information is readily accessible and up-to-date.
  • Performance Monitoring: Easily monitor the performance of financial assets through an intuitive interface, allowing for real-time insights 
  • Scheduling and Managing Maintenance: Finance professionals can efficiently schedule and manage the maintenance of financial assets through automated workflows.

Portfolio Management

  • Methodical Data Entry: Have effortless entry and tracking of financial portfolios, ensuring all pertinent data is easily accessible and updated in real-time.
  • Automated Reporting: Automate portfolio performance reports through workflows, saving time and ensuring stakeholders receive timely alerts and accurate insights into financial positions.
  • Customizable Alerts: Tailor alerts for critical events, market changes, or portfolio thresholds, ensuring prompt notifications and proactive responses to market dynamics.


  • Streamlining Trade Execution: Design automated workflows to handle the sequential steps involved in trade execution, reducing manual intervention and accelerating the process.
  • Order Management: Seamlessly manage and track orders, enhancing precision and control over the entire order management process.
  • In-Depth Market Analysis: Leverage live dashboards or integrate with platforms to analyze market data comprehensively, empowering traders with valuable insights for strategic decision-making.

Risk Management

  • Impact Assessment: Simplify the complex task of assessing risk impact, automating potential consequences on financial operations.
  • Integrated Risk Data: Integrate diverse data sources, facilitating a holistic view of risks in the finance sector, fostering better decision-making and strategic planning.
  • Real-time Risk Monitoring: Enable real-time monitoring of risks, allowing for swift responses and adaptive risk management strategies.



Tax Management

  • Tax Return Preparation: Complex process of tax return preparation becomes streamlined, easily input and organize financial data, generate necessary reports, and track every detail necessary for precise tax return preparation.
  • Automated Alerts for Key Tax Deadlines: Be on top of crucial tax deadlines by setting reminders, preventing oversights and late filings.
  • Tax Data Management: Integrate Clappia with other platforms or data sources to maintain and automate tax related data.
Dashboard mockup
Dashboard mockup
Dashboard mockup

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