Roswalt Realty

Rosewalt ERP is an all-in-one business management platform designed specifically for real estate and family office organizations to streamline operations from a single dashboard.
Key Features:
Financial Planning & Management: Take control with goal sheet planning, income/expense tracking, and investment portfolio management. Includes a built-in loan calculator, budgeted-vs-actual analysis, and real-time yearly projections.
Project Management: Oversee projects from start to finish. Define milestones, track progress, and generate detailed reports on delays and team performance.
Task Management & Help Desk: Assign daily or recurring tasks using role-based dashboards. Keep everyone aligned with performance scoreboards, weekly scheduling, and a built-in help desk for internal support tickets.
Workflow Automation: Eliminate manual effort and human error. Build step-by-step custom workflows with automatic calculations, parallel processing, and turnaround time controls.
Document Management: Maintain a structured, searchable system for all project and personal files. Includes a centralized people directory for quick access to vital contacts.
Sales Pipeline: Visualize your entire sales funnel. Track leads through every stage and allocate resources effectively to boost conversion rates.
Growth & Development: Support your team's professional journey. Set goals, track progress, and utilize life balance assessments.
Compliance & Forms: Ditch the paperwork headache. Manage regulatory forms, acquisition documents, and applications with built-in templates and secure audit trails.
Organization Management: Control your entire company structure—departments, branches, shifts, and teams—from one place with granular role and permission settings.

Recent changes:
New fund app functionality