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Group of programs: Business automation
Investment investments accounting
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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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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!
Accounting for investment investments is made much more efficient and easier when in the arsenal of management you can find a sufficient toolkit for this. It is precisely such opportunities that the "Universal Accounting System" provides, but first of all it is worth figuring out why, in fact, in a modern financial enterprise, you need to automate management.
It is needed, first of all, to increase the efficiency of all work processes in the complex, as it allows you to optimize many routine tasks. Such cases, as a rule, take a lot of time and give little results, but at the same time they cannot be abandoned. That is why the ability to transfer them to the competence of automated accounting is so important. Instead of wasting people and resources to keep your routine running, you can channel your energies in a more rewarding direction.
The modern manager should understand how many resources, including financial ones, often go nowhere. This is mainly due to the lack of quality accounting, which takes away many valuable opportunities and contributes to the drain of funds. It is automation in accounting that helps to minimize such costs and carefully monitor existing investments. You will be able to fully benefit from each invested resource, and all finances will be under the full control of automated accounting.
"Universal Accounting System" for investment companies is just such a mechanism that provides you with extensive tools for the integrated management of the entire enterprise. Many new opportunities are opened with the automated management of "USU", and you get full control over all available investments. This approach makes it possible to transfer the business from a disparate management into a single mechanism that successfully functions to achieve the set goals.
Who is the developer?
Akulov Nikolay
Expert and chief programmer who participated in the design and development of this software.
2024-11-22
Video of investment investments accounting
This video is in Russian. We have not yet managed to make videos in other languages.
In order for the investments to be under complete control, you must first load all the necessary information into the software. In this case, it will be enough for you to transfer the already existing information from any electronic medium to the "Universal Accounting System". To do this, it will be enough to use the built-in import. If the information changes and you need to enter them promptly, it will be enough to use manual input. Thus, for each investment, comprehensive material will be collected, sufficient for quality control in the investment area.
Additional capabilities extend to the control of all available processes. It is convenient to keep track of each investment with the help of automated accounting. You will track interest increases, new funds deposited and many other processes, so that you end up with complete statistics showing the employees involved and the managers in charge. This is also useful when assigning a salary depending on the work done and the profit brought to the company.
Accounting for investments facilitates the work of not only the management, but the entire staff as a whole. With the use of such technologies, it will not be difficult to improve the efficiency of an investment company. You can easily achieve all your goals by performing a wide range of various operations in an automated mode, generating documentation based on already loaded templates and carrying out full control of each attachment. Taken together, this will ensure the achievement of the desired results in a short time with the rational use of available resources.
This application can be used in the activities of various companies whose work is related to investment deposits. Whether it's a retirement fund, a financial company, or any other organization.
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.
Importing significantly reduces the amount of time required to load the basic data into the software.
Moreover, you can easily carry out a number of different operations that allow you to achieve the desired goals: for example, form a consistent plan of the event and make it available to all employees.
If the plan or any other block of information can only be accessed by a certain circle of people, you can easily protect such information with passwords.
For each investment deposit, you can organize a separate block of information, where all the essential information will be placed. This approach greatly facilitates the search for materials in the future.
Order an investment investments accounting
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!
Investment investments accounting
Some data, for example, about a change in the status of an investment, can be sent by personal letters to an e-mail address. Congratulations or other general mailings can be sent automatically, in bulk format.
The software is also engaged in the formation of documents that previously had to be drawn up manually. With the "Universal Accounting System" it will be enough to load samples into the software and add new materials, and the program will draw up a document with the logo and details.
The finished documentation can be either printed using a printer or sent to email addresses.
A lot of additional information is available in the presentation instructions, which you can find below.
If you have unresolved questions, feel free to request a free demo version of the application!