For automating your business cycle, I think it comes down to understanding the flow of your operations and where you can streamline things. A good starting point would be using a simple CRM tool that helps you manage customer relationships and sales ...

As far as I know, you can set up scheduled refreshes based on ISINs or tickers, and it works smoothly for basic needs. If you’re planning to explore trading tools alongside this, something like a Fast Track Trading Coupon Code might be worth checking...