Investment accounting software

Investment accounting software

Investment accounting software is an effective tool that allows you to collect and transform data on financial investments, as well as profits received from this activity. Such a system serves to consolidate data, control and analyze them. We suggest you use a modern platform from the USU company. We suggest considering the functional capabilities.

Crm for investment accounting

Crm for accounting of investments from USU will help you to register and monitor all received investments. In the system you can work with any number of clients and deposits, you can keep lists of all financial assets. You can make calculations on the current value of assets in real time. With the help of USU, the fixation of profitability for each instrument will be ensured.

Accounting for investment investments

Accounting of investment investments is connected with calculations on profitability. Automatic calculations of profitability can be implemented by different methods: accounting of interest, dividends, coupon payments and so on. We can adjust the system to your format of activity. In the program you can get a display of total profit or losses for the selected period.

Accounting for income from financial investments

Accounting for income from financial investments is associated with managing various types of transactions. For example, the program can reflect transactions on purchases, sales, dividends, and other transactions. After each transaction, you can automatically update the data. If necessary, data can be exported to Excel or PDF. For each of your clients, the software will save a separate history, which can be supplemented as cooperation progresses. The software can also create a report to analyze cooperation for each individual client.

Accounting for income investments

Accounting for income investments can eventually develop into analytics and forecasting. This data will help you improve your operations and generate more income. Graphs and charts of income dynamics will facilitate the process of perception and analysis. You can also forecast income based on past data. Risk analysis will allow you to conduct operations more thoughtfully and avoid losses.

Accounting for short-term investments

Accounting of short-term investments differs from long-term ones by the period of cooperation with clients. In the system, it is possible to differentiate between these categories, conduct general and group-specific reporting. For example, only for short-term deposits. The UCS system can provide integration and automation. Data import from external sources can be established. Automatic notifications about significant changes in processes can be implemented in the software.

Download the program for accounting of investments

The use of the USU software has excellent advantages for business. You will be able to automate processes and eliminate the need to manually maintain tables or record income. The program automatically updates data and calculates profit, it increases accuracy, minimizes the risk of errors in calculating profitability and taxes. The software can be used to account for all types of income. The indicators in the system can be visualized data. This allows you to analyze profitability using graphs, charts, reports. This approach gives a clear idea of the dynamics of investments. You can download the program for accounting of investments in a trial version.

Buy a program for accounting of investments

Other advantages include the ability to save time. This is ensured by the prompt generation of reports and does not require lengthy calculations. This ensures prompt decision-making on investments.

The flexibility and scalability of the system allows you to take into account different types of assets and extend the activity to servicing branches. The USU system is suitable for both private investors and companies. It will provide you with control and transparency, help you track which assets bring the greatest profit. The analytical tools of the USU will allow you to compare the effectiveness of different investment strategies.

You can buy a program for accounting of investments right now. We are ready to meet you in person or conduct a consultation online. For each client, we can select functional capabilities, and we can also develop individual functions to order. We invite you to familiarize yourself with the site materials, a special video review of the investment version.