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Group of programs: Business automation

Investment management functions

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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 management functions - Program screenshot

Investment management functions are extensive and varied. They derive from general management and investment functions. These include: analysis of the external investment environment and forecasting its further development; modeling of a strategy for managing deposits; finding effective mechanisms for the implementation of this strategy; search for financial sources for the implementation of the strategy; current, operational and long-term investment management; control over the implementation of all the above functions.

For investments to generate income, it is necessary that their management be built on the basis of taking into account these functions and performing them. The Universal Accounting System has developed a special application that creates an investment management system based on the performance of key investment management functions.

As part of the implementation of the function of analyzing the external investment environment and forecasting its further development, the program from the USS will produce a multifactorial continuous analysis of this environment, monitor all changes occurring in it, record them and assume their impact on investments. This approach will allow you not to miss important changes and not suffer losses from unprofitable investments. Automated analysis will allow you to invest only in the most profitable projects.

Modeling of the deposit management strategy, which will also become automated, will allow creating a more extended model of this strategy. The more detailed this model will be designed, the more useful information can be extracted from it.

Finding effective mechanisms for implementing this strategy will become one of the key functions of automated investment management. From a variety of potential mechanisms, the USS program will help to select the most suitable for a particular case. It is very easy to make a mistake if you make this choice manually. The program is not prone to errors due to human factors, and therefore management will become more efficient with its use.

The search for financial sources for the implementation of the strategy will be carried out in the application from the USS promptly and in several directions at once. In this regard, it is likely that the program will find these sources faster than a person.

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.

In general, with the help of the USS, all stages of investment management will become more systematic and planned: current, operational and long-term.

And, finally, the automation of control over the execution of all the functions described above will allow this control to be carried out on a permanent, not temporary basis. That is, if any problems arise in the framework of investment management, you will find out about them faster than before using the program from the USU. And the faster you learn about the problems, you, of course, will be able to deal with them faster.

It is important that with the help of the "Investment Management" program from the USU, you will be able to build the management process the way you need it. You can set up a fully automatic investment management mode, or you can apply a semi-automatic mode, when some functions will still be performed by you independently, in manual mode. The USU will help you build the most optimal and convenient management process for you.

The program works with general management functions and functions inherent directly to investment activities.

In the management of deposits, built with the help of programs from the USU, there is consistency, order and consistency.

Thanks to this consistency, the maximum effect on investments of various types is achieved.

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.



A minimum number of employees will take part in the accounting and implementation of management functions, since it will become automated.

The application for accounting and implementation of management functions from the USU can work in parallel or in conjunction with other programs used in your organization.

All investments are handled by the program, taking into account their individual traits and specific features.

The application for the implementation of management functions from the USU automates the analysis of the external investment environment.

Also, the function of forecasting the future development of the investment environment will be performed automatically.

The program will simulate a strategy for managing deposits.



Order an investment management functions

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 management functions

The application will also help in finding effective mechanisms for implementing this strategy.

Our software development will search for financial sources for the implementation of the investment management strategy.

Current, operational and long-term investment management will be carried out in automatic mode.

Control over the implementation of all the above functions will also become automated.

All management functions will be carried out systematically and consistently.

In the implementation of management functions by investments, there will be no incomprehensible moments for you or your employees, since the application from the USU standardizes management and all procedures will begin to be performed clearly, consistently and with the preparation of electronic reports that are convenient for reading and subsequent analysis.

Automation will affect both general management functions and private ones related directly to the investment component of the business.

The sequence can be adjusted if necessary.