Operating system: Windows, Android, macOS
Group of programs: Business automation
Financial investment management
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If you want to get acquainted with the program, the fastest way is to first watch the full video, and then download the free demo version and work with it yourself. If necessary, request a presentation from technical support or read the instructions.
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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!
One of the important business development incentives is the investment of free capital in profitable projects since only with the circulation of money is it possible to increase their volume, and for a positive result, financial investment management should be established. Taking into account every feature of control in investment, it is possible to achieve the set results, profit in a certain percentage of investment. Enterprises with competent investment activities can use the received dividends for the purchase of additional equipment, raw materials, expansion of production. First, you need to decide on the directions in investing, since there are a great many of them, you need to familiarize yourself with the features of each of them, identify the pros and cons. Inexperienced investors often lose part of their capital, here you need to know the rules and follow certain processes to manage your finances. Only with the creation of structured investment management will it be possible to distribute the amount between different forms of deposits and have a high profit from this. If you initially approach financial investment from the professional side, then you receive dividends from the first installments. Investment management requires experience, both for the business and monitoring the assets of an individual. In financial transactions of this kind, instruments, scale, and several other features are important, which help to take into account specialized software. It is much easier for software algorithms to cope with the storage of data on investment projects, to help with management in matters of changes, coordination, approval of all points. Specialized software takes over accounting or the management part of the actual implementation of turnover of financial assets project. Even the question of the formation of all kinds of reporting can be easily switched to automatic mode, which facilitates the work of staff and the process of making rational decisions.
Who is the developer?
Akulov Nikolay
Expert and chief programmer who participated in the design and development of this software.
2024-11-05
Video of financial investment management
This video is in Russian. We have not yet managed to make videos in other languages.
USU Software system was created to increase the quality of management of various business processes, including investment activities in companies of different fields of activity and even those located in other countries. The program was created by a team of highly qualified specialists who understand the features of financial investment management and were able to fine-tune the platform to these tasks. The flexibility of the interface makes the application unique and universal, so every entrepreneur will find suitable functions and tools. The system leads to optimization of the entire structure of the company"s financial turnover, not only in matters of investing in assets, securities, deposits, mutual funds. Before the program starts its work, you need to fill in the reference databases with information on the organization, contractors, resources, this can be done manually, or you can go a more rational way, use the import option. Transferring information to the database takes at most a few minutes and you do not need to distribute it among the registries yourself, there are software algorithms to this. Already have a foundation, the software conduct investment planning, providing accurate information on cost, objectives, expected results, indicators in the economic part of financial projects. This approach makes it possible to make decisions on the choice of appropriate, effective options, taking into account various features, thereby optimizing the directions in the development of the production base. Investment planning becomes more productive and transparent in all user"s or manager"s aspects. The USU Software platform supports the routes of approval, movement through business processes, investment, and projects applications, with the subsequent storage of archives. Planning can take place in several scenarios, with the preparation of separate documentation, while eliminating delays in the approval process.
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 application is configured with the features of financial investment management, so the manager always has up-to-date information about each stage of work, approval of documents, and any changes. This approach helps increase the speed of preparation of investment measures and their subsequent management procedures. The degree of control over the investment and turnover of financial assets increases. Users are able to receive up-to-date data in real-time, providing operational reporting on the progress of projects, if necessary, reacting to critical values in time, which affect the level and quality of investment management. Besides, the configuration functionality help to improve the quality of tariffs formation, any arose at the selection stage changes in investment programs, approval affect the value of rates, so you should follow up in a timely manner and make appropriate decisions. USU Software provides users with only accurate, reliable data on the current value of objects of invested funds, making a forecast for the volume of return, quickly recalculating used in the calculation of future tariffs indicators. Thanks to the transfer of financial activities to automatic mode, the workload on staff reduced, routine actions performed much faster. The configuration differs from most similar platforms, the ability to take into account all the features of building internal affairs and ensure a high-quality user experience, even when they are turned on at the same time. The multi-user mode does not allow the conflict of saving documents, maintain high speed during operations. But, employees are able to use in their activities only what is directly related to their duties, the rest of the confidential information is closed by the management to limit the circle of people.
Order a financial investment management
To buy the program, just call or write to us. Our specialists will agree with you on the appropriate software configuration, prepare a contract and an invoice for payment.
How to buy the program?
Send details for the contract
We enter into an agreement with each client. The contract is your guarantee that you will receive exactly what you require. Therefore, first you need to send us the details of a legal entity or individual. This usually takes no more than 5 minutes
Make an advance payment
After sending you scanned copies of the contract and invoice for payment, an advance payment is required. Please note that before installing the CRM system, it is enough to pay not the full amount, but only a part. Various payment methods are supported. Approximately 15 minutes
The program will be installed
After this, a specific installation date and time will be agreed upon with you. This usually happens on the same or the next day after the paperwork is completed. Immediately after installing the CRM system, you can ask for training for your employee. If the program is purchased for 1 user, it will take no more than 1 hour
Enjoy the result
Enjoy the result endlessly :) What is especially pleasing is not only the quality with which the software has been developed to automate everyday work, but also the lack of dependency in the form of a monthly subscription fee. After all, you will only pay once for the program.
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!
Financial investment management
The application provides a set of analyzing investment activities tools, so it is a matter of a couple of minutes to assess the current state of affairs. For reporting, the only relevant information is used, which allows making rational, balanced decisions on the distribution of money. In addition to solving investment issues, the software performs some complex tasks, providing an appropriate level of interface flexibility, adaptability as the business expands. But, in order not to just take our word for it, we suggest using the demo version of the program by downloading it from the official website.
Automation of financial investment management increases the transparency of the processes for the implementation of programs and projects related to cash deposits in various areas. Monitoring the work of employees increases the level of responsibility of participants in all actions, any action is immediately reflected in the database, the manager, without leaving the office, can assess the productivity of a specialist. Increase the speed of interaction and coordinated work of users on investment projects, in various funds, promotions, etc. The system lead to a unified form of the calculation model to create correct monitoring and comparison of indicators conditions. Software algorithms and formulas are customized for the specifics of conducting certain activities and assigned tasks. Routine production activities related to the preparation of reports and documentation are transferred to an automated mode, reducing the lead time and labor costs. The program stores information for an unlimited period of time, so the resulting archive of events help evaluate all the experience and make decisions based on this information. Moving to automation help reduce the time it takes to define and prepare budgets, making it easier to control their execution and prepare the required reporting. The application creates effective mechanisms, increasing the level of planning for the implementation of investment-related activities. Predicting the consequences of decisions made becomes more accurate, which means the risks of losing finances significantly decrease. You have created an information transparency platform at your disposal, making it easier to make informed decisions. The participants in the processes interact with each other through a single information space and a communication module. The software configuration was developed taking into account the financial investment requirements, existing standards, and best practices in the world. Large financial enterprises are able to order a turnkey program with many additional tools and exclusive opportunities. Installation, configuration and training take place not only in the office of the organization but also remotely using the Internet connection. You will be able to quickly make an income forecast using the previous period"s analytical reporting.