Investment & Loans Management is a great fit for many businesses. Find out if it's the right choice for you! Are you looking for a Investment & Loans Management demo, technical support, product or pricing information or to simply to compare Investment & Loans Management with competitive options? Quickly get answers and the information you need.
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.
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.
Manage Your Fund Investor Relationships
Investments & Loans Management enables you to provide financial services from your organization to fund investors. Gain the ability to track investors, broker relationships and fund owner activities directly within one consolidated financial management system. Save time processing capital calls, managing investor distributions and communicating with your clients to maximize your effectiveness and profitability from investor activities.
Manage Your Loan Offerings & Borrowers
Streamline your lending practices with Investments & Loans Management. Flexibly manage a variety of loan structures, including investment loans, financing loans and employee loans. Efficiently bill, track and process transactions relating to loans directly within Microsoft Dynamics GP to save employee time. Use the reporting tools to stay on top of loan payments and actively track arrears.
Features & Benefits
Efficiently Manage Your Investment Portfolio
Maximize Fund Management Efficiency
Increase Accounting Efficiency
Improve Investment Reporting
Strengthen Investor Relations
Streamline Loans Administration
Improve Payment Collections Turnover
How much can Investment & Loans Management save your business in 2012? ...and 2013? ...and 2014?
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