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Group of programs: Business automation

Investment investments spreadsheets

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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 investments spreadsheets - Program screenshot

Everyone who is involved in investing their funds was faced with the need to control their assets, and for this, a table on investment investments is kept in order to organize information in one place for further processing. Filling in the tables should take place on an ongoing basis, without losing sight of a single moment, otherwise it will not be possible to analyze the current state of affairs with securities. The process of control over investments itself presupposes certain knowledge, understanding of the stock market and the ability to predict the upcoming rise in the value of shares or its sharp fall in order to reconsider the distribution of the investment portfolio in time. In this case, entering data into the table only helps to bring them together, but all other actions are inconvenient or impossible to carry out. Therefore, investors of various orders often use additional applications for calculations, analysis, or are forced to turn to specialists, companies, who will undertake your investments for a certain percentage of the remuneration for their work. Those people or organizations who strive to control investment activities themselves, and the option with tables does not suit them, are looking for alternative ways to manage deposits, securities and assets. Since there is demand, there will be proposals, the developers of automation systems, understanding the needs of investors, were able to create various types of programs that, to one degree or another, will be able to solve the assigned tasks. It remains only to decide what you would like to see after the implementation of the software and choose from all the variety just such an offer. But we, for our part, recommend that you pay attention to the programs that will be able to implement an integrated approach not only to investment activities, but also to the entire work of the company, since the final result depends on the actions of employees, the quality of work. At the same time, it should be understood that different people will interact with the platforms, with or without experience, in interacting with automation systems, so you should also pay attention to accessibility in understanding and operation.

For many years, our company USU has been helping entrepreneurs around the world to bring certain tasks to a unified order, which are stated when contacting us. "Universal Accounting System" has all the features and benefits to meet the needs of customers in any area of business. A flexible interface allows you to customize it depending on the ultimate goal and the selected set of options. Our specialists will adjust the program to the specifics of the company's work, having previously analyzed the internal structure of affairs. Transfer of filling tables into electronic format using software algorithms and subsequent automation of analytical processes will help to solve investment issues much more efficiently. Investment operations will be under constant control of the application, so you can devote more time to other matters, or expand your portfolio of securities. But, before installing the program on your computers, it goes through the stage of forming the selected configuration on the basis of the terms of reference drawn up on the basis of customer requests. As a result, the system will solve the whole range of tasks, according to the configured algorithms and formulas. The installation is carried out by specialists directly at the facility, or remotely using the Internet, which allows foreign companies to be automated. This is followed by the stage of setting up algorithms, databases, everything that the software configuration will use in its daily activities within the framework of the assigned tasks. Although the system does not cause difficulties in mastering, thanks to the well-thought-out interface to the smallest detail, a short training course is still provided. The developers will explain to users the structure and purpose of the modules, what benefits they will receive in performing their duties, which will take several hours at most.

Automation of tables for investment investments will allow managers to independently regulate the ratio of funds for each form of investment, assess risks and the level of profitability, spending a minimum of time and effort. The settings contain formulas that will help determine the percentage of dividends or the level of risk for each type of investment. It is also easy to create a graph or report by choosing the required parameters. For analytical reporting, a separate module with a set of tools is provided, even the format of the finished result can be selected depending on the purpose of use, since tables do not always clearly reflect the state of affairs in dynamics, therefore it is much more efficient to create a diagram or graph. Users will only have to enter relevant information into the reference databases, which, by the way, can be filled in by import, while maintaining the internal structure. As for the protection of information on investment deposits and other confidential information, only the head will determine the circle of persons who have access. Ordinary employees will be able to interact with the program only within the framework of their official powers, using the workspace, the entrance to which is limited by login and password. But, since the platform refers to complex solutions, then it will solve not only the issues of filling in tables on investments, but also personnel management, material, technical resources. The entire document flow of the organization will also come under the control of software algorithms, each form is drawn up according to customized samples, while the details and logo are prescribed. This also applies to any tables, logs that need to be kept due to the specifics of the activity. A unified corporate style will help to establish general order in the documentation and abandon paper counterparts. To avoid data loss due to various reasons, among which the computer breakdown is in the lead, the system will create a backup copy of the database.

USU software will be the optimal solution in terms of price-quality ratio, since the cost of the project is determined after all the points have been agreed. The software will help with investment tables not only for large organizations, but also for small firms, individuals who need a basic set of options. You can be convinced of the effectiveness of automation by our platform even before purchasing licenses by downloading the demo version on the official website. The trial format is provided free of charge, but it also has a limited period of use, which is quite enough to appreciate the ease of mastering the interface and the thoughtfulness of the structure of the modules.

The USS program will be able to significantly simplify the processes carried out with securities and other forms of investment, while making investing understandable for novice and experienced investors.

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.

With the help of the application, users will be able to develop a detailed financial plan and estimate the need for money for the future, making forecasts.

Thanks to program analysis, it will be possible to form an effective scheme for financing investment projects, correlating all the nuances.

To assess the possibilities and profitability of raising finance from various sources, analytical reports are generated, where you can check all the indicators and make an informed decision.

For industrial and commercial enterprises, the platform will become the basis for work planning and expansion, including by means of attracting third-party investments.

It will become easier for the management to rationally distribute material, financial, labor, time resources so that tasks are completed on time.

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 calculation and analysis of development scenarios, carried out using the means of the USU program, will help determine the most promising ways of business development.

All tables, documentary forms are brought to a single standard, so the inspection bodies will not have any questions about their registration.

Login to the system is limited by login, password, which are issued to users and access to information depends on the position held, so ordinary employees will not be able to use confidential information.

Determination of the most promising areas in investment is carried out by means of an automated analysis of all indicators, calculation of risks and the amount of dividends.

The simple menu structure and flexibility of the interface allow users of different levels to master the program, it is enough to pass a short instruction.



Order an investment investments spreadsheets

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 investments spreadsheets

In the first days and weeks of working with the application, pop-up tips will come to the rescue, telling and reminding about the purpose of each function, after that the option can be disabled.

It is possible to develop a turnkey configuration, adding a number of additional advantages, which will be of interest to large firms seeking to new markets.

You can work with the software not only while in the office, but also from anywhere in the world, with a laptop with installed software and the Internet.

You can count on high-quality information and technical support throughout the entire operation of the platform.