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Financial systems of investment activity

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Quick transition.
What do you want to do now?

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.



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!

Financial systems of investment activity - Program screenshot

Most enterprises use investment opportunities as the most promising method in obtaining additional profit from the turnover of free funds, but the effectiveness of these processes largely depends on what financial systems of investment activity were used. The level of development of the financial systems affects what results from an investor"s achieves with a competent approach to investment. This kind of system includes markets, financial companies, intermediaries that offer services to the financial sector, and other financial organizations that help in making investment decisions. It is not uncommon when investment markets are located abroad, which implies a different accounting and deposits management procedure, reflecting them in the general base of the company and the accounting department. Part of the investment involves the ownership of assets, and indirect options, such as securities, are just provided by the financial systems, which were discussed above. This indirect ownership has several advantages, so it becomes easier for the investor to create a certain amount of cash flow, with controlled risks. But from the point of view of choosing the optimal investing financial assets option, enterprises face certain difficulties. In matters related to investment activity, it is necessary to take into account many factors, such as the type of investment, the price of the project, variability, restrictions on the number of cash resources, the degree of risk when making a decision. Analyzing and reflecting so many nuances in a common document is a very difficult task, even for specialists in this field, so company leaders prefer the implementation of specializes in investment events software. Automation makes it possible to optimize the communication of all participants in the process when preparing an investment program, thereby increasing the quality of planning and monitoring the execution of each stage.

Who is the developer?

Akulov Nikolay

Expert and chief programmer who participated in the design and development of this software.

Date this page was reviewed:
2024-11-22

This video is in Russian. We have not yet managed to make videos in other languages.

For many years, USU Software has been successfully helping entrepreneurs to automate their activity, creating optimal fulfilling their tasks conditions, using the USU Software systems. This development uses an integrated approach, which implies the assessment of qualitative, economic effects from the implementation of projects in the field of financial investment. To each scheme, a passport is created in the application, which reflects the description, implementation parameters, technical criteria, and finance and dividends model worked out to the smallest detail. Software algorithms help to determine economic efficiency to assess the attractiveness of the chosen direction in terms of investment, taking into account internal profitability standards. The functions of the systems permit planning projects activity, preparing investment programs, monitoring contracts activity on terms and compliance with clauses, and generating the required reporting forms. Thanks to automation using USU Software, it is possible to facilitate the planning and subsequent adjustment of the processes associated with investment activity, using a common information space. But, the wide functionality of the platform extends not only to the financial aspects of the organization"s work but also to other areas of business, combining them into an established mechanism. The system creates effective management of investment and contracts conditions, storing related information in reference databases, attaching documentation. With a large number of tools, the systems remain simple enough to carry out daily duties, as it has a flexible, comfortable interface.

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.



For the successful use of the platform in the financial systems of investment activity, the access rights of employees are differentiated, they are not able to use not related to their position information. It makes it possible to control the circle of persons admitted to confidential information, everyone is responsible for their responsibilities. In turn, business owners, using advanced tools, analyze management, financial parameters related to the activities being carried out. Besides, the functionality of the USU Software application allows linking budget indicators, reflecting facts, and fixing cash flows, costs, and profits from investment projects, so in the future, it becomes easier to plan the organization"s work. As an assessment of the most promising forms of capital investment, the development compares all possible scenarios, making an expert assessment. Hence, systems help to form an optimal investment portfolio. The systems support a step-by-step specifying each investment area stages format, which makes it possible to reduce project risks. In the settings, the life cycle is structured for similar activities with investment, which, together with monitoring by the execution phase, make it possible to objectively make a decision on revising the parameters or the entire portfolio. The reports generated by the system help evaluate investment from all sides, analyze the current state, key indicators, and conduct a comparative analysis. This is not a complete list of the unique capabilities of the USU Software, if the customer wishes, the systems can be supplemented with a number of other functions, an activity, features, for an additional fee, integration with the equipment is carried out or many currencies support is included. In this case, employees automatically convert the received amounts into the base currency in financial reports, displaying the total turnover. All performed actions, documentation, and calculations activity are stored in the database for an unlimited period, an archive is created, which is periodically backed up in case of equipment problems.



Order a financial systems of investment activity

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?

Installation and training are done via the Internet
Approximate time required: 1 hour, 20 minutes



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 systems of investment activity

For the configuration of the USU Software systems, the amount of processed data does not matter, it copes with any as efficiently as with the minimum size. The systems support multi-user mode when even with the simultaneous inclusion of all users, the high speed of operations is maintained. If there are several divisions and branches, they are combined into a common information area, simplifying the control and management of personnel for the senior level. If you are interested in additional features of the systems, then we suggest you familiarize yourself with the video and presentation, which were prepared by specialists for informational purposes.

The platform becomes a reliable assistant in monitoring investments, allowing you to transfer accounting to an automated mode, ensuring accuracy. To make it easier according to users to find the information they need to work, the application provides contextual search, where it is easy to get the results you want using several characters. The access rights of employees are divided depending on the role they occupy, the visibility of information and options is directly related to the position held. The investment management information systems support the option of online data transfer by import while maintaining the internal structure. Control over investment carried out through the formation of reports in the form of visual charts and diagrams, it is often easier to identify require attention moments. The financial investment systems submit an audit report, which reflects all staff activity and changes over a certain period. Algorithms, documentary templates, and calculation formulas are set up at the implementation stage and comply with legal regulations. Ease of control and use of the systems is realized due to the thoughtfulness of the menu, which consists of only three blocks: modules, reference books, reports. Information obtained from numerous reference databases is used to finance and other processes account when creating new records. The user"s workspace can be designed at your own discretion by choosing a colorful comfortable perception scheme, a theme from fifty templates. The systems facilitate the work of the accounting department, helping to make accurate calculations, draw up reports and conduct an internal audit, analysis of cash flows. The functionality of the platform affects all kinds of accounting and is available in your organization"s management areas. Any employees able to master the program, the level of knowledge and experience does not matter, the specialists conduct a short briefing. Installation of the application, setting up modules and a short training course is carried out by the developers, you need to provide a computer and find a few hours in the work schedule. Automation and the use of systems algorithms in the daily work of the enterprise help to significantly reduce the likelihood of errors.