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Portfolio Management. For Investment Companies.

Changing the way you manage the business

Investment Portfolio Management

Investment portfolio management is a leading software solution on the D365 platform that can help Global Investor communities and private Institutions in automating their operational processes. IPM software provides a snapshot of your financial portfolio to ensure investment holdings are in line with current financial goals and strategies.


  • Easy inquiries management
  • Master-level data store
  • Periodic market-price revaluation
  • Periodic activity analysis
  • Designated transaction area


  • Tightly integrated with Microsoft D365 F&O functions
  • Intuitive and interactive tools to track investments & returns
  • Tailor-made reports for portfolio management.
  • Weighted Average calculation methods for investments

Want to know more about how we can engage in transforming your organization from operational capabilities to business excellence? Reach us.

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    Solution Snapshot



    Construction Suite

    Investment Portfolio Management


    Treasury Management