Investment Module for CoreMatter!

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We are pleased to announce the new Investment Module in CoreMatter.  This module allows for placement of both Client’s and Office monies into bank accounts such as Fixed Deposit or Repo for investment purposes.

The following 2 instructional videos below details how to use this new module:

1. Part 1 – How to Set Up and Create an Investment – (6 mins 42 secs)
2. Part 2 – How to Draw-Down, Create Office Investment – (7 mins 40 secs)

As always, if you have any questions, reach out to us via your respective WhatsApp support group, our partners or at 

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