Go Ahead Pro is a state-of-the-art SaaS platform designed to streamline the entire process of finance brokerage. From client sourcing to transaction management, it offers comprehensive tools for brokers dealing with high-net-worth individuals and sophisticated investors in pre-IPO stocks, shares, and bonds.
The platform is ideal for stock brokers, tax advisory companies, accountants, and finance professionals who require an end-to-end solution to manage their client lifecycle efficiently and compliantly.
Go Ahead Pro is built with top-tier security measures and complies with GDPR and TPS regulations. We employ robust encryption, secure data storage, and regular compliance audits to protect sensitive information.
Key features include CRM, VoIP integration, document management, e-signature, email integration, auditing, transaction management, and more, all designed to facilitate efficient and compliant brokerage operations.
Yes, Go Ahead Pro offers seamless integration capabilities with various systems, including CRM tools, email platforms like Outlook, and VoIP solutions.
Comprehensive training resources, including tooltips and guided tutorials, are provided to ensure a smooth onboarding process for all users.
Investors in Go Ahead Pro benefit from being part of a cutting-edge solution in the finance brokerage market, with potential for significant growth. Additionally, as a business fully assured under SEIS and EIS, investors enjoy various tax advantages.
Investors can avail of up to 50% income tax relief under SEIS and 30% under EIS, along with capital gains tax exemption, loss relief, and potential inheritance tax relief.
Investors in Go Ahead Pro benefit from being part of a cutting-edge solution in the finance brokerage market, with potential for significant growth. Additionally, as a business fully assured under SEIS and EIS, investors enjoy various tax advantages.
For more detailed information or specific queries, please contact us through our Contact Page or schedule a meeting with our team.