Product: Investment ManagementGP

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Description

Manage equity investments, fixed income investments and investment funds, from within Microsoft Dynamics GP. Improve visibility into your financial investment activity and get an accurate view of your investment portfolio’s performance in real-time.

Pricing/Buying Information

Please Contact CAL for Pricing Information.

Maximize Your Investment Efforts

Investments & Loans Management brings you the ability to effectively manage your investment portfolios, lending practices and fund investors within one fully integrated system. Aligning closely with Microsoft Dynamics GP workflows, this solution streamlines the back-office transaction processing of investments, loans and fund investor management. With detailed information tracking and audit trails, you can enhance your reporting to achieve a comprehensive view of your investing and financial service activities.

 Centrally Manage Your Investments, Borrowers and Fund Investors

Working centrally from one system within Microsoft Dynamics GP, you will be able to consolidate your investment related processes into one system. This will reduce the need for system integrations and offer you an unlimited number of reports that tie directly into your financial data. With detailed audit trails continually generated from your finance activities, you can see both the high level and low level details of your investments, loans and fund management operations.

 Manage Your Investments

Simplify investment accounting relating to internal portfolios and treasury management. Automate back-office transaction processing and gain a complete picture of your financial position including stocks, bonds, mutual funds, real estate, loans and other investment assets.

Manage Your Fund Investors

Manage funds or third-party investment offerings to investors and improve investor relations. Helping you track investor information, link to broker accounts, enhance investor communications efficiency and streamline various transaction processes, you can significantly cut down your fund management time.

• Investment Management Brochure
• Other Investment Management Resources

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