Rating: 4.9. Number of organizations: 599

Countries: All
Operating system: Windows, Android, macOS
Group of programs: Business automation

Software USU

Investment management process

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.

• 
  Contact us here
  During business hours we usually respond within 1 minute
• 
  How to buy the program?
• 
  View a screenshot of the program
• 
  Watch a video about the program
• 
  Download demo version
• 
  Compare configurations of the program
• 
  Calculate the cost of software
• 
  Calculate the cost of the cloud if you need a cloud server
• 
  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!

The investment management process is an integral part of any financial business. For a manager, it is very important to carry out a full analysis of the control of the management process. In investments, it is important to pay attention to details, supporting work with clients, monitoring employee activities, contacting investors, and so on. There are many processes carried out by a financial or investment company, therefore, for the rapid development of an organization, a leader should pay attention to all of them.

An automated program from the developers of the "Universal Accounting System" is ready to help an entrepreneur to manage investments. The platform is versatile as it is suitable for use by many financial enterprises. The system is also available to all users, including novices and investment professionals. System support automates business processes, making it simple and understandable for every employee.

In the program to control the investment management process, the manager can follow the investors, making a single investor base in the system. The program can also monitor customers, investments and employees. All information is available in the software for successful financial management in tables, which simplifies the workflow. In the system, you can work in one or several tables at the same time, depending on the convenience and the goal that the employee wants to achieve.

The application from the USU allows the accountant to maintain reporting by means of a full analysis of financial movements, which is one of the most important processes for an investment organization. The program allows you to control surges in profits, expenses and incomes for drawing up short-term and long-term goals. All this allows the head to choose the direction and strategy of development for maximum profit. Controlling and managing finances is an important area of an investment business.

In the investment management process, it is also very important to be aware of the work of the employees. The software helps the manager to select the right workers for new tasks and projects, taking into account their personal characteristics. In the program for controlling business processes, you can monitor the activities of workers, controlling the performance of work at all production stages. The software is available to users via the Internet and a local network, which makes the execution of work processes even easier and more accessible.

The system support is automated and is aimed at optimizing work processes. The business management program is suitable for all types of financial institutions looking to streamline workflows while minimizing monotony. The platform automatically fills out reports, contracts and forms, freeing up the time of employees, directing their activities in a more positive direction for an excellent result.

Who is the developer?

The scheduling system implemented in the software allows you to constantly monitor the progress of processes, draw up long-term and short-term plans, manage employee schedules, and much more. System software is the ideal entrepreneur's assistant in investment and finance.

The software protects and stores data so that it can be easily restored using the backup function.

The platform from the creators of the "Universal Accounting System" is the basic tool for building relationships with investors.

The investment management application allows the executive to keep track of all the financial movements taking place in the organization.

With the help of an automated system, a manager can exercise control over employees, assessing the result of activities.

The program is available in all languages of the world and is understandable to all users.

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 application allows employees to work with various equipment, such as a printer, scanner, and other useful devices.

The management system helps the manager to analyze the activities of employees and investors.

In the application, you can work with graphs, charts and tables.

A simple control software interface is available to all users.

The beautiful design of the platform will not leave indifferent any employee of a financial organization.

The business management application allows employees to direct energy in the right direction for the company, saving time for performing monotonous processes.

Order an investment management process

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 process