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Linedata Mobil’Ekip

An Immersive Experience
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Linedata, supporting client growth in the investment management and credit industries
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Global module for all finance operations activity


A redesigned interface for optimal use of each financial product.

Innovative & intuitive

Automatically capture third-party data, and optimize time thanks to state-of-the-art technologies.

Porfolio Management

Follow-up of the funding proposals, follow-up of accounts.

Dealers / Origination module

Consult and follow commercial offers, whether it is in progress or it has been sent to the decision makers.

A fully integrated mobile solution available on all devices

Mobile L&L

Linedata Mobil'Ekip module allows sales teams to evolve in an external environment while being connected to their working tools.

Covering the entire value chain from sales to operations, it provides end-users with a completely mobile experience.

Linedata Mobil'Ekip is an integral part of the contract acquisition chain: a sales person can create a pricing proposal and immediately submit it to an assistant or a call center for processing. The experience is seamless for both sales person and customer, with no unnecessary trips back to the office. 

Main Functional Features

  • Portfolio management
  • Proposal origination
  • Quotation
  • Proposal follow up
  • Document production

Main Non-Functional Features

  • Supporting document capture
  • Account follow up