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  5. Investment management system
Rating: 4.9. Number of organizations: 24
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Countries: All
Operating system: Windows, Android, macOS
Group of programs: Business automation

Investment management system

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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 system - Program screenshot

The investment management system is a specially created program designed to help in the automation of production activities aimed at ensuring effective management of the current economic and investment activities of the enterprise.

The investment management system helps to develop not only a regulatory framework for managing all investment processes, but also to group the constant flow of investments and individually accompany each of them.

With investment management systems, you will be able to solve problems not only in the formation of programs and applications for investments, but also to control their implementation, the implementation of project plans and the costs incurred by the enterprise.

The automated system will conduct a full-scale monitoring and generate reports on the results of the implementation of projects with investments, as well as preserve the experience gained in design solutions and create an archive base for them.

Thanks to investment management systems, you can not only generate analytical reporting and accompany all investment processes, but also monitor the fulfillment of obligations under investment agreements and the implementation of investment plans.

With a system for managing investments, your investment process will be built in such a way that the employees of the enterprise, when carrying out all their actions, will adhere to a clear sequence and strictly comply with the approved rules, and the entire workflow will be built on a uniform and unified methodology, taking into account the unified indicators of projects.

Using the investment management system, you will not only unify project boundaries and use the same sources of economic data, but also learn not to go beyond your budget and simplify the approval route to complete the work on time.

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.

With automated systems, you will not only clearly define the boundaries of projects and plan them in detail, but also choose effective methods for making project adjustments.

Thanks to the investment management system, you will be able to quickly and cost-effectively solve such tasks as the formation and approval of financial applications and programs, the approval of the investment budget, as well as control over the implementation of the program, taking into account the costs incurred during its implementation.

Using investment management systems, you will not only develop management systems for the accumulation direction and its individual components, in relation to the tasks and specifics of your enterprise, but you will also be able to really achieve impressive effects from the implementation of your investment activities.

Working in the investment management program, you will be able to promptly respond to any deviations and improve the quality of management processes in your enterprise by timely obtaining up-to-date data on the real price of invested capital objects, predicting the volume of capital return and assessing the impact of changes in the financial program on the expected value of the tariff ...

With the automation of management systems, it will be much easier for you to make informed management decisions on the selection of the most expedient projects, create the necessary mechanism to facilitate the passage of approval procedures by programs and get access to operational information on the promotion of business processes in accordance with investment applications and programs.

The ability to integrate industrial financial projects with the project activities of the enterprise.

Automation of the main elements in the investment management system, in the form of regulations for interaction with external investors and the launch of selected projects.

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.



Creation of a database on the main characteristics of the investment object, production processes during management, organizational structure and working documentation.

Application of the methodology for evaluating the effectiveness and control over the implementation of projects and financial costs.

Preparation and implementation of monitoring in order to track the planned indicators and evaluate the resulting effect from them.

Automation of the process of developing individual economic solutions, as well as templates for project documents and a method for filling them out.

Automation of production steps aimed at significant savings in investment costs.

Automatic maintenance of a directory of invested capital objects, equipment and fixed assets.

A clear delineation of access rights to the system for company employees, depending on the scope of their official powers and the level of material responsibility.



Order an investment management system

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 system

Orderly formation of analytical and statistical reporting.

Automatic grouping of projects and hierarchy of authority of persons responsible for making financial decisions.

Conducting periodic reviews to address the issue of opportunity or risk minimization.

Possibility of integration work with additional technical equipment.

Saving information data with their subsequent archiving and the ability to transfer them to another electronic format.

Development of graphs, tables and diagrams when working with investment indicators.

Automatic accounting of the initial and residual value of capital objects and calculation of its return.

A high degree of protection against the threat of hacking the system information database, thanks to the use of a complex password.

Providing technical support from the developers of the program, with the provision of the ability to make the additions desired for users.