Investments & Loans Management
Maximize Your Investment Efforts
Investments & Loans Management brings you the ability to effectively manage your investment portfolios, lending practices and fund investors all within one fully integrated system. Aligning closely with Microsoft Dynamics GP workflows, this solution streamlines the back-office transaction processing of investment, loans and fund investor management. With detailed information tracking, you can enhance your reporting to achieve a comprehensive view of your investing and financial service activities.
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Manage Your Investments
Simplify your investment accounting, relating to internal portfolio management and treasury management. Automate back-end journal entry creation and streamline posting to the AR, AP and GL accounts for transactions relating to your investments. Gain a complete picture of your financial position including stocks, bonds, mutual funds, real estate, LLC's, partnerships, loans and other investment assets.
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Manage Your Fund Investor Relationships
Manage third-party investment offerings to investors with Investments & Loans Management. Helping you track investor information, link to broker accounts, enhance communications efficiency and streamline various transaction processes, you can significantly cut down your fund management time.
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Manage Your Loan Offerings & Borrowers
Streamline your lending practices for loans you offer for investment income, financing and employee programs. Providing you with mass loan schedule creation, processing, posting and invoicing, you can enhance overall efficiency and stay on top of your lending.
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