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Rating: 4.9. Number of organizations: 583
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Operating system: Windows, Android, macOS
Group of programs: Business automation

Investment informatization

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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!

Investment informatization - Program screenshot

The informatization of investments is, albeit a new, but simply a necessary stage in the development of management in the investment sphere. The volumes of information with which one has to work in the modern market is growing, so it is simply impossible to cope with them using traditional methods or manually, it is in such situations that the use of informatization becomes mandatory for a progressive enterprise.

When working with investments, keep in mind that a variety of mistakes are most often made in the processing of funds. To avoid their occurrence, you should carefully store the available information and record the slightest changes. It is also useful to be able to return to once processed materials after a while. However, this is often not achievable with manual accounting in this area.

To implement timely management, automated mechanisms may also be needed to handle technology investments. The importance of informatization is also great here, since thanks to it it will not be difficult to delegate some of the routine tasks to software. With it, the production of many manipulations will be much easier, their accuracy will increase and a lot of time will be freed up.

Finally, moving on to the choice of tools for informatization in the field of investments, we first of all present our own project, "Universal Accounting System".

Information that was entered into the software once can be opened at any other time. It makes no sense to worry about the safety of data in the information tables of the "USU". Backups, which will be carried out on a pre-set schedule, will help avoid data loss and unnecessary effort associated with saving new materials.

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:
2024-11-05

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

Finally, with the collected materials on investments, you can move on to a variety of operations provided by informatization. First, it is, of course, automatic calculations, with which it is quite possible to achieve accurate results in a short time. You don't even need to make any effort, it will be enough to set the algorithm and leave the program to calculate interest and calculate payments and shares. With this, achieving the desired goals is much closer.

At the same time, you can forget about the dreary filling of the documentation. It will be enough to load templates of those documents, which usually have to be generated, into the software. On their basis, the program of the "Universal Accounting System" will fill in all the columns by itself, and you will only have to enter the changing information. The application can then print the document to a printer connected to the system.

Using the Universal Accounting System, it is easy to schedule a variety of events or implement a staff work schedule that employees and managers can check when planning their activities. Regular notifications will simplify preparation and help to carry out all planned events at a high level, avoiding many possible mistakes.

Computerization of investments with the "Universal Accounting System" will be much easier, and as a result you will receive a powerful tool for the comprehensive control of the organization as a whole. With the introduction of new technologies, it will be much easier to establish a workflow. At the same time, you will be able to use modern tools to achieve previously set goals. With your one-stop business assistant, you'll notice how much more time you have to expand and optimize your company as a whole.

The database created for the informatization of investments can store such volumes of data that you deem necessary. At the same time, everything, once entered into the software, can be stored there for an unlimited amount of time, so that you can easily return even to very old data.

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.



Customer contact information is entered into the software with any details that interest you, so that you can easily raise information on outstanding debt or special investment conditions.

When new information arrives, informatization allows you to enter them both by import and by manual input, if the amount of new information is small.

Comfortable manual input will also be appreciated by operators who will find it much more convenient to enter information right during a conversation.

In addition, it is easy to customize the visual design in the application to your liking, making the software even more user-friendly.

In addition, you can set up telephony and with its help receive additional information on the callers even before picking up the phone.



Order an investment informatization

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!




Investment informatization

The application can easily customize various aspects of control, such as button layout and table sizes, displayed materials and much more.

Based on the information collected and recorded in informatization, a wide range of various analytical reports is formed, which are extremely useful in planning and business development.

The control function for each deposit and client significantly reduces the possibility of any overlaps and other negative phenomena inherent in working with information of such a plan.

If you are interested and want to know more, you can request a free demo version that opens all the possibilities of the "Universal Accounting System"!