Rating: 4.9. Number of organizations: 930

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

Software USU

Investment work program

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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.

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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 securities market has changed a lot in recent years, there have been ups and downs, but now more and more legal entities and individuals make a choice in favor of investing free funds and it takes a lot of knowledge and time to control them, or to acquire an investment working program, making it easier to manage investment portfolios. As the economic market of countries developed, a lot of different financial information began to appear, including numbers, news from trading floors, which in turn can affect the development of events in different sectors. That is why investors have an increased need for up-to-date, complete information for making investment decisions. But, not only the stock market developed, but information technologies did not lag behind, and since there is a demand for automation of the investment sphere, there will be proposals. Now on the Internet it is not difficult to find working software platforms for processing large amounts of data coming through different channels, but it is important that they can analyze the information and issue it in an annual documentary form, reporting. Information is only a base that needs to be competently brought to systematization and analysis, which is especially difficult for novice investors, those who are just starting their journey with investments. It is also important for professional participants in this market to have a reliable working tool at hand, already due to the amount of information, the presence of several forms of investment. Entrusting your investments to the first program that comes across is not rational, therefore, even here you need to make informed decisions about what results you want to achieve after automation. Therefore, when looking for the right software, you should pay attention to the parameters that play a key role for you. But, general requirements include non-overloaded versatility, ease of development and affordability.

A well-chosen software configuration will help in achieving the main goal - effective investment of funds in different types and forms of investment. But if you choose a comprehensive program, then it will be able to cope with the correct planning of finances, control over risks, maintaining an optimal balance in assets, between liquidity and profitability, and simply in matters of the economic part of the business, accounting and effective communication with personnel. Such a solution may well be the development of USU - "Universal Accounting System", it is easy to learn, convenient in daily work and has a wide variety of functions, settings, which will allow it to be adapted to a specific company, customer. The flexibility of the interface will allow you to display in the database the features of technologies for conducting and accounting for client transactions. Each level of processing in the system contains the required technological components: objects, calculations and accompanying documentation. The software supports multi-user mode, when, when all users are turned on at the same time, the speed of actions remains at a high level, without the conflict of saving data. At the same time, you can create a common workspace between branches and departments that are located at a distance from each other, a single information environment is formed. The system has a modular structure, which makes it possible to create an optimal functional package for solving existing investment problems. Convenient structure of application modules will allow you to scale the functionality as your business develops and enters a new market. Importantly, the application is aimed at users of different levels, which means that mastering it does not require passing through lengthy training courses. The specialists will take care of all the working moments for the implementation, software configuration, and will also conduct a short master class for users, explaining the purpose of the sections and the main advantages.

So, in working with investments, the USU work program maintains each contract, takes into account the total amounts paid, as well as the remaining debts. Employees will be able to create a schedule of contracts in the form of a separate report for a specific investor, with a detailed list of payments, accruals and debt. Determine the amount of payments for a specific date with a detailed description, when creating a report on payments to investors, selecting the required parameters and contracts. Consolidated reporting will help to analyze the receipts and payments of funds for a given period, and for greater clarity, you can display a graph or chart on the screen to better assess the profitability of investments. Managers will be able to audit the changes made to the database, identifying the author of certain records. This approach will help establish financial control over all aspects of work activities. The thoughtfulness, ease of the interface will help you quickly master the program and switch to a new format as soon as possible. To work with the application, no knowledge of information technology is required, basic computer skills are enough. To enter the program, you will need to enter the login and password in a separate window, which are issued to users. An individual workspace for employees will help keep track of the dynamics of their work, professional growth, and performance indicators. Depending on the official powers, restrictions are placed on the visibility of data and functions, only the manager makes a decision to expand these rights. To work with investments, the application provides three sections: "Reference books", "Modules", "Reports". And in order to start the active operation of the program, the electronic databases of the company are filled in once, which can be done in just a few minutes using the import option.

The system monitors financial flows in real time and displays them on the screen, taking into account cash, non-cash forms, information on assets and securities. If it seems to you that the basic functionality is not enough, then the platform can be improved by adding unique options, integrating with equipment or a website, for an additional fee. Additional features of the software can be found through the presentation, video or using the demo version, which is distributed free of charge and is intended for preliminary acquaintance. Thus, the transition to automation in solving investment issues will help to achieve great results without losing sight of important details.

The USU software configuration will help to significantly reduce labor intensity, shorten the time for preparation, approval of programs, investment plans.

Who is the developer?

The software will provide information transparency and increase the availability of information on parameters, performance indicators in the investment sphere.

Software algorithms will be able to improve the accuracy of predicting the consequences of making managerial decisions regarding the implementation of capital investments.

In the settings, special formulas are formed for calculating the indicators of the investment model, with the function of visual display, the users themselves will cope with this.

The system has an ergonomic, intuitive interface for the work of specialists, which will not cause difficulties at the initial stage of adaptation to new working tools.

The flexible pricing policy of USU is to calculate the cost of the project, depending on the selected set of options and additional features.

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 platform is a multidimensional data model with a wide variety of digital tools for analytical work, thereby providing advanced reporting capabilities.

The specialists will provide technical, informational support to clients along the entire path of software operation, in an accessible form and promptly solving emerging issues.

The software supports one-time input of information, for this there are two options: entering manually, or using the import function, while almost all file formats are supported.

For foreign companies, we have created an international version of the application, it supports all languages of the world, and we also customize forms for other legislation.

Additional options and capabilities can be obtained with an individual order, for a fee, the extension is available at any time when using the platform.

Order an investment work 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 work program