Home
Industry
Solution
Services
Contact us

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.

Features:

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

Benefits:

  • 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.

Request for FREE Demo Today!









    Don't worry! Your info is only used for us to contact you.

    Solution Snapshot

       

    AXOnePay

    Construction Suite

    Investment Portfolio Management

    RealEstatePro

    Treasury Management