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Group of programs: Business automation
Investment management models
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Who is the developer?
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!
Investment management models are built depending on the type of investment with which you have to work. For direct investments this will be one model, for portfolio investments another, for risky investments the third. Thus, in order to form an effective investment management model, it is necessary to determine the type of investment with which to do business.
Building an investment management model is a very complex, long and painstaking process, therefore, within the framework of its implementation, it is advisable to use computer assistant programs that will automatically determine which investments you are investing or attracting and what kind of management is necessary for them. The Universal Accounting System has created a special application that automates the process of creating investment management models depending on their individual features. Our application can design and work with all known management models used in the investment business.
Any management model created by the USS will be focused on receiving stable income from deposits for clients, as well as receiving the same income for your investment company.
The automated model of financial investment management will be aimed at achieving the highest liquidity of these investments, manifested in the ability and ability to participate in a constant and profitable turnover of depositors' money without risks for clients, and for the investment company itself.
As part of the organization and creation of a management system in the field of financial deposits, the USU will build an investor's portfolio, itself determining which type of portfolio is more suitable for a particular case: a growth portfolio (aggressive, medium, conservative) or an income portfolio (regular or periodic).
As you know, in order for investments to bring income, they must always be within the competence of the investor. This means that the investor must have a clear idea of where he is investing money or where he is using the investments entrusted to him. An automated investment management model, created using technology from the USU, will provide him with such knowledge.
It is worth noting that it is very difficult to find a program similar to the offer from the USU, since in most cases, software developers will offer you to use the software created for the general organization of management without reference to deposit or investment specifics. Our product is specialized specifically for this type of activity.
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 management models
This video is in Russian. We have not yet managed to make videos in other languages.
Thus, if you invest your money in third-party projects, the USU program will help you choose the best options for investment and calculate the most suitable amounts for such deposits, ensuring minimal risks and maximum benefits. If you attract contributions from other companies to your business, then the USU will help you build an optimal model for their use. Our program will be useful to everyone!
With a properly designed management model, it will become easier to work with investment resources, and the effect of working with them will become higher.
Investment resource management will become better and more efficient after the implementation of the USU application into your business.
In the management of investment resources, all the key and important moments for this type of management will be taken into account.
The application from the USU is suitable for building a direct investment management model.
You can adapt the program to work with portfolio investments and build a model for this type of deposits.
Also, our development can be applied in the management of risk deposits and building an accounting model for them.
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.
The management model is built in its own way by the program from the USS in each individual case.
Any management model created by the USS is aimed at preserving financial capital.
Capital preservation is achieved through the organization of the security of customer deposits, the invulnerability of all investments from various risks.
Any management model created by the USS is focused on obtaining stable income from deposits by clients and the investment company itself.
The USU program is aimed at achieving the greatest liquidity of deposits, manifested in the ability and ability to participate in a constant and profitable turnover of depositors' money.
The program will deal with the compilation of the investor's portfolio.
It is possible to work with both a growth portfolio and an income portfolio.
Order an investment management models
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 management models
The application from the USU will monitor and manage long-term and short-term investment deposits.
In general, all contributions will be systematized and divided into groups.
As a result of this systematization, databases on investments of various types will be created.
Our application will organize constant automated control activities in the field of accounting of various types.
With the automation of investment deposit management organized by our specialists, the entire field of activity related to deposits will improve.
In case of changes in the external and internal environment, our application will be able to make the necessary amendments to the investment management model.