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Rating: 4.9. Number of organizations: 137
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Operating system: Windows, Android, macOS
Group of programs: Business automation

Fundamentals of management of investment

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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!

Fundamentals of management of investment - Program screenshot

Fundamentals of investment management involve careful processing of data that serves as the backbone for working with financial investments. For effective enterprise management, it becomes necessary to carefully record available information and to use it promptly. From this, the basis of investment control is formed. When choosing a quality tool for these purposes, the business of the company easily goes up the hill. Certainly, cheap and, moreover, free management hardware is unlikely to be suitable for providing a quality framework. While it is still possible to keep records in a small store in a variety of free programs, such as Excel, then when working with large-scale investment projects that involve activities with interest and finance, such programs are naturally lacking. Only powerful hardware with a high level of automation and convenient management becomes quality doing business fundamentals. That is why the importance of software is so great, to which management transferred as a whole. USU Software system offers just such a function that allows comprehensively managing an investment agency tool. By choosing our programs, you are choosing the most modern equipment, perfect for work in any area.

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.

USU Software system is information storage with a basis in the form of tables convenient for viewing and editing. They may easily accommodate as much data as you want in any area. It doesn"t matter if you transfer them from old electronic media using import, or drive them in manually. In both cases, the process is simple and reliable, since the entered text is automatically saved. This way you don"t have to worry about forgetting to save the information you just entered, it is fixed by the management program itself. When a specialist starts working with the USU Software system, he is immediately able to appreciate all its fundamentals advantages. First, once the information base has been established, you can proceed to other tasks. First of all, you can create separate investment sections, where you indicate the investor, investment amount, interest, etc. In the future, the bulk of the calculations will be able to be carried out automatically, using hardware and pre-entered information. This greatly facilitates accounting management work, not to mention how fast the automated method is.

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.



In the automated control, an action plan is also drawn up and a specific schedule is introduced. The freeware sends out notifications in advance, informing staff and management. Thanks to this, it is much easier to prepare event fundamentals, timely notifications, and lists of what is necessary to ensure the preparation of a high-quality result. The established fundamentals schedule facilitates the organization of the workflow and helps to debug the quality control of all key areas in your activity. Taking into account the collected evidence, the freeware itself performs various calculations and provides comprehensive investment management statistics. With it, you can clearly follow the dynamics of enterprise management development, find the ‘sagging’ moments and determine the most effective ways to resolve them. Fundamentals of investment management with the USU Software are installed and mastered much easier than with many other programs, and even more so manually. Automated management provides an excellent chance to introduce new technologies into company management and master many useful tools. Controlling investment with USU Software is not only easy but effective. The high-quality work of the program permits all of the previously set goals to be achieved within an acceptable time frame.



Order a fundamentals of management of investment

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!




Fundamentals of management of investment

First of all, in the software, you can easily form an investor base, indicating a wide range of data, from the volume of investment to the history of investments, which you can refer to at any time. A variety of documents can be easily added to the tabs in the data warehouse tables, be it images, diagrams, or individual documents in files. Documents are subsequently generated automatically according to the previously implemented frameworks, so it is enough to allocate one employee to perform those tasks to which entire departments of employees were involved. When creating a separate investment package, you achieve the desired results in the shortest possible time, since all data is conveniently classified and distributed. With a convenient search engine, you easily find the data you need. Our manual entry is appreciated by the registration staff, as it is convenient and allows quickly entering information right during a conversation with a client.

Financial management, provided by automated management, provides complete control over all fundamentals financial flows and provides a reliable creating future budget plan fundamentals. The application has the ability to customize the design of the base, the control panel, and many other aspects, thereby creating an ideal working environment, in which it would be pleasant and productive to work. You can find a lot of additional information about our programs and the specifics of the problems they help to solve in a special section where reviews of our customers are stored. When making an inventory of financial investment, they check the actual costs of securities and authorized capital of other organizations, as well as loans granted to other organizations. When checking the actual availability of securities, it is established: the correctness of registration of securities, the reality of the value of securities recorded on the balance sheet, the safety of securities (by comparing the actual availability with accounting data), the timeliness and completeness of reflection in the accounting of the income received on securities.