Rating: 4.9. Number of organizations: 791

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

Software USU

Organization of investment management

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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!

Investing is a field of activity where it is very difficult to obtain accurate data on dividends, since they depend on many factors, including how the investment management organization is built. In investments, in addition to the task of making a profit, in parallel, there is a fear of losing the invested funds, which often happens in the case of an illiterate approach and irrational distribution of funds by assets. Only an understanding of the basic principles and correct management in the world of investments will allow you to receive income from the activities carried out, that is, funds that exceed inflation. As a result, the investment portfolio should have a yield above zero, this is possible only if the stock market is analyzed correctly and decisions are made on time, including in terms of timing. Also in the organization of control it is important to compare the profitability, the ratio of risks. The more an investor invests in securities, assets, shares of companies, the greater the risk of loss, with the simultaneous opportunity to receive high dividends. But in addition to these points, a number of other parameters should be taken into account, which is not easy, especially with a large investment portfolio. Indicators of profitability by the average annual size or accumulated over another period, in any case, it is necessary to be able to count and understand the meaning of the numbers. Only with competent investment management will it be possible to determine in which direction it is worth developing your deposits, and what has ceased to be profitable or the risk is too high. Of course, it is possible to conduct business using tables, simple applications, but it is much more rational to transfer the organization of investment control to specialized software systems sharpened for specific tasks. Now you can find many options for automating investment portfolio management, but we would like to acquaint you with our development - "Universal Accounting System".

The software development of the USS automatically monitors investments, registering them in contracts, forming them in a few seconds, however, all processes will be promptly executed, regardless of the tasks set. For a universal platform, the scale of tasks does not matter; the form of organization will be adjusted to each customer. The developers have tried to create an optimal balance of functionality and ease of use in daily activities. The interface is not overloaded with options and professional terms, the menu structure is thought out to the smallest detail, thus, employees of different levels of knowledge and experience in interacting with similar software will cope with the program. The final version of the configuration depends only on the customer and his needs, the set of tools is formed after a thorough analysis and drawing up a technical task. The system will deal with the organization of investment and management of all assets, helping to identify risks and promising investment directions. So, the amount of capital investment is displayed in the financial register, the amount of payments is determined automatically, with subsequent fixation in the database and preparation of reports on receipts and dividends. The software configuration will cope with the control of organizations that specialize in investing, take clients' finances for subsequent investment, and for those who seek to systematize data on their securities and shares. Each user will have at hand the required information on their investments or investors, for settlements with them. The organization of all operations is carried out by the program using various algorithms that are configured after installation. Employees will only have to enter the primary, current information in a timely manner for subsequent processing by the system.

The data received by the program is automatically distributed to internal registers, with the preparation of the required documentation and investment reporting. Electronic document management applies to all types of paper, while samples and templates that are located in the database and have a standard look will be used. Each form is automatically drawn up with requisites, the logo of the organization, which will help maintain the corporate image. The electronic database contains legal acts, provisions that are used to manage investment activities, so you can be confident in using official methods for accruals and accounting. Also, for the organization of investment management, accounting statements, agreements with investors will be formed, where users will only have to choose a form, add data, dates, date, currency to empty cells, with the rate fixing on the date of signing. Information can be added not only manually, but also by choosing the desired option from the drop-down menu, which will significantly speed up the procedure and help set up stable internal links between indicators. This eliminates false information when managing investments. Over time, the application creates a database of contracts, customers, easily coping with any amount of information. The platform for organizing control over investments on a regular basis prepares reports on investors, deposits, which reflect the amounts, payments, dividends. Analytical reporting will allow you to objectively assess the state of affairs and achievements, the income received, comparing them with previous periods, identifying important points affecting profitability. Consolidated financial statements will help create a unified picture of the real activities in an organization that specializes in capital control. All reports can be created not only in the form of a standard table, but also in a more visual form of a table or diagram.

Software algorithms will only help to carry out comfortable, productive accounting in the company, but also to create a certain image, increasing the level of customer loyalty. In addition to the options and capabilities already described, our development has a number of additional advantages that will help create an integrated approach to monitoring processes for management, simplifying work for personnel. Accounting can also be automated, including tax reporting and finance calculations. Planning, budgeting and making smart predictions based on up-to-date information can be much faster and more accurate. Thanks to the implementation of the USU software, you will receive an effective tool for solving any business problem.

The main purpose of the platform is in the automation of management, control and accounting of investments, management in the investment system, which is very valuable for entrepreneurs.

Who is the developer?

When monitoring the financial side of a company, a convenient function will be consolidated reporting for any periods and parameters, making it easier to identify promising directions.

The functionality of the application is aimed at organizing high-quality automation of processes related to the control of investment portfolios.

An analysis of previous periods in terms of the required aspects will help managers to correctly plan for the future, to identify areas that will potentially bring profit.

Commercial, confidential information is protected from unauthorized access by providing users with an individual username and password to enter the program.

The workspace that the employee will have at his disposal will only have that amount of data and functions related to the competence of the position held.

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.

Specialists will be able to use individual electronic forms, which the Directorate controls on an ongoing basis through the audit function.

The built-in task scheduler will help users complete them on time, with a preliminary reminder of the scheduled event.

Archiving and backing up will help you to always have a backup version of the database, which will be very useful in case of breakdowns or problems with computers.

The software supports working with different currencies at the same time, this is important when investing, but if necessary, you can specify in the settings the one that will be the main one for calculations.

Remote access to the software configuration is possible in the presence of the Internet and an electronic device, so even business trips and long trips will not interfere with controlling the activities of the company.

Order an organization of investment management

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!

Organization of investment management