Rating: 4.9. Number of organizations: 275

Countries: All
Operating system: Windows, Android, macOS
Group of programs: Business automation

Software USU

Control of investments

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  Who is the developer?

Program screenshot

A screenshot is a photo of the software running. From it you can immediately understand what a CRM system looks like. We have implemented a window interface with support for UX/UI design. This means that the user interface is based on years of user experience. Each action is located exactly where it is most convenient to perform it. Thanks to such a competent approach, your work productivity will be maximum. Click on the small image to open the screenshot in full size.

If you buy a USU CRM system with a configuration of at least “Standard”, you will have a choice of designs from more than fifty templates. Each user of the software will have the opportunity to choose the design of the program to suit their taste. Every day of work should bring joy!

Investments control is the basis of financial activities associated with the acceptance and use of deposits. There are several types of control when working with investments. These are operational, current, and strategic control. Under strategic control, a market assessment is carried out to identify optimal and promising solutions for the placement of all investments. Current includes accounting and control of investments, tracking the distribution of funds, data on the received effect, factor analysis of possible deviations based on the accounting of indicators. Strategic control implies comparing the results of work with plans and forecasts, searching for new forms of accounting and new management methods. Continuous internal control of investments is essential for sustainable development. Working with finances should be as ‘transparent’ as possible, each employee should have internal instructions, plans and follow them strictly. Inside information must be reliable and complete, only, in this case, it is possible to establish reliable control. Control can be carried out by different specialists - the audit department, the internal security service, the head. It is imperative they all have the ability to communicate and interact quickly. When establishing control, documentation is also important. Hence, for each investment and each complete accounting action, documents and statements provided by law should be drawn up. Internal processes must be backed up by bids and progress notes. Investors should regularly receive reports on the status of their funds, on the accrual of interest, and bonus payments on a regular basis. The accrual itself is also subject to control because, concerning each investor, the company must fulfill its obligations in full. Often, investments companies from the funds of the collected investments give loans and credits to other clients, and in this case, they keep records of both investors and borrowers, fixing the terms and internal schedules of debt repayment. It is important for potential investors that the company is able to provide comprehensive accounting records. It is reporting that is a key control tool and an argument in favor of particular investments. Based on reports and accounting data, investments analysis is compiled, which is important for making correct investment decisions for an investor. During the control, they keep records of fixed capital, intangible assets, profitable investments separately. There are a large number of models and calculating investments prospects formulas. But they can only be confidently owned by specialists - large and experienced players in the stock markets. Investors, on the other hand, help to understand the situation by the information openness of the company, which does not hide its internal financial condition. To correctly build control over investments, experts recommend the correct approach to planning issues, as well as to monitoring the implementation of plans by company personnel. Accounting data should show weaknesses and help management to close gaps faster. Internal reporting should be highly detailed. For each deposit used as an investments array, the interest stipulated by the agreement must be accrued on time. In this part, the control should be not only constant but ideally automated. If this is done, the investments become attractive to clients. Records should be kept for each contract, clearly observing all internal conditions. It is important to pay due attention to the correctness and accuracy of the documentation during the control. All investments must be formalized in accordance with the rules and legislation. The accounting is more accurate even if the company manages to establish constructive internal interaction with customers. This is facilitated by client services, personal accounts on the company"s website, in which each investor can at any time find detailed reports on the use of his invested funds. When choosing investments tracking software, it is not worth the risk of trusting important information to questionable free applications or systems far from the industry. Only reliable, professional accounting software adapted for internal work in financial institutions can become an assistant, so there is such a program. It was created by the specialists of the USU Software company. The USU Software program help establish control not only over investments but also overall internal processes.

Who is the developer?

USU Software help maintain a customer base, tracking data on each of them, automate the calculation of interest and payments on deposits, establish control over the timing of interest accruals on investments, and help, if necessary, recalculate payments without errors. The program introduces automated accounting in the accounting department and the warehouse of the company, due to which not only financial, but internal business processes in the company become transparent and understandable. The software helps to establish control over the work of personnel, analyze and select only promising areas of investments. Accounting data become the basis for automatically generated required both for the management of the organization for internal purposes and potential contributor"s reports. The USU Software allows, after integration, creating clients services, there are mobile applications. All this permits the organization not only to establish proper internal controls but to make investment accounting data available to investors. When working with the software, a high level of computer training is not required. The program has an easy and intuitive user interface. The developers are ready to conduct a remote presentation or provide a free demo version of the USU Software control program for download. The software itself does not require investment and investment. After paying for the license, there are no hidden fees, there is not even a subscription fee. The software is installed and configured very quickly, for this developers use the capabilities of the Internet. Hence, program control is set up after a decision is made in a short time. The program works in multi-user mode, allowing you to automate companies with a large number of branches, cash registers, offices that receive and make investments in large areas. The accounting information system forms a detailed register of depositors with general information about each and a detailed internal ‘dossier’. The database is updated automatically as you make calls, send messages, letters, reach certain agreements with clients. Databases in USU Software are not limited by any limits, there are no restrictions. With the help of software, any number of depositors and any investment operations are easily kept under control. The system automatically accrues interest on deposits and payment investments, applying different tariff plans, different rates, according to agreements with clients. There is no confusion, no mistakes.

Download demo version

We currently have a demo version of this program only in Russian.

You can download the demo version for free. And work in the program for two weeks. Some information has already been included there for clarity.

The program facilitates investments analysis of any complexity, helps build alternative and comparative tables of accounting, chooses the best investments" offers on the market. It is permissible to load, save, transfer files of any format into the program, which allows creating convenient and meaningful internal electronic filing cabinets for clients using photographs, videos, audio recordings, copies of documents, and other informational attachments important for work in the cards. The company is able to automate the preparation of documents, the necessary forms filled in by the system automatically according to the forms and templates contained in the database. To control indicators, you can actively use filters and select data by deposits, the most active clients, the most promising and profitable investments, company costs, investment packages, and other search parameters. The system keeps track of the work of the personnel of the financial organization, show employment, the amount of time worked for each, the number of completed projects. The software calculates the pay to the employees. In the program, you can create any internal or external reports, supporting the information in the numerical equivalent with tables, diagrams, or graphs. From the program, company employees are able to send customers via SMS, e-mail, messages to instant messengers, important information, reports, the current state of accounts, data on the accrued interest. Automatic notification can be configured at any frequency. The built-in planner is not only a planning and forecasting tool, but a control tool, as it shows the progress of any planned task. The program is complemented by employee"s and client"s mobile applications, with the help of which you can work with investments much more quickly.

Order a control of investments

Buy a ready-made program

Also you can order custom software development

If you have special software requirements, order custom development. Then you won’t have to adapt to the program, but the program will be adjusted to your business processes!

Control of investments