Investment accounting software

Investment accounting software

Investment accounting software is a software solution that facilitates the collection and accounting of data on funds received from investors. Such a system provides information on the profitability of activities, allows you to coordinate, analyze and control processes. In this review, we will talk about the capabilities of the software solution from USU.

First of all, the system allows you to manage your investment portfolio. The software allows you to add, edit, and delete investment assets. You can also keep detailed records of all clients, while preserving the history of cooperation. The program can also divide the portfolio into investment categories. The software can reflect income for each deposit, with detailed breakdown.

Best investment accounting software

The best investment accounting programs allow you to track financial transactions, and USU is no exception. The system allows you to register purchases, sales, dividends, and interest. The platform supports different currencies and makes automatic recalculations. All transactions will be saved in a transaction log, which can be searched if necessary. Calculations in USU can be carried out using different algorithms; we take into account the preferences of our clients. The software provides information on general data and in the context of the selected category.

Investment Accounting Application

The investment accounting application supports various operations, these can be: purchases, sales, exchanges, etc. When performing an operation, the system performs instant automatic updates. If expiration or import of indicators is necessary, these processes can be provided. Analysis and reporting are important functions of the application. You will be able to work with current indicators on the cost of investments, evaluate capital growth and asset distribution, see the income received and losses incurred.

Investment Accounting Website

An investment accounting website or program will help you work quickly thanks to automatic algorithms, and you can also count on instant data updates. If necessary, the software product can be integrated with other systems and equipment. In your work, you can use various forms of data visualization, such as a graph or diagram. Thus, it will be easy to track profitability and make a decision on eliminating negative trends or expanding opportunities.

Online Investment Accounting

Investment accounting online can be carried out using permanent access and it can be provided through remote control. USU can work on the basis of cloud technologies, if you need details, you can use the calculations through the calculator of our site. In the system, you can carry out accounting of commissions and fees, assess risks and make forecasts based on data from past periods.

Download investment accounting software

You can download the investment accounting program in a trial version right now and absolutely free of charge. If necessary, you can use data import and export, download information in a convenient format, export to CSV, PDF or other formats.

The system can be operated in a personalized format, for this purpose it is possible to define personalization settings for the user. It is also possible to define available rights for performing operations in the system, create templates of reports or other forms for internal use. The program will display a log of actions for each user for control and increasing responsibility for the actions performed.

Buy investment accounting software

You can buy a program for accounting of investments from the company USU. At the same time, we offer you not only a standard package of functionality, but also the opportunity to independently select the appropriate functions and capabilities. To do this, you need to contact us and tell us about your needs. We provide our clients with all the necessary materials for a quick start and understanding of the functions. To get an idea of the capabilities of the system, you can download a free trial version. Universal accounting system - will provide you with all the necessary tools for working with investment resources.