Operating system: Windows, Android, macOS
Group of programs: Business automation
Personal investment management
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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.
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How to buy the program?
View a screenshot of the program
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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!
Personal investment management is a complex and important process for everyone who invests their money in something. Its importance is clear. No one wants to lose personal money invested in someone else's business or project. To do this, it is necessary to build a permanent work on the management of personal investments, accounting, monitoring of use, etc. And do not forget that in parallel with the management, you will need to continue to run your business, work and carry out all the necessary actions that you performed before you became an investor.
How to combine all this and do everything efficiently? There is an answer! Use a specialized program from the Universal Accounting System within the framework of the organization of personal investment management. If your personal investment is managed by the program, you will not spend a lot of time making sure that nothing happens to your money. At the same time, the program will take care of the safety of personal investments and their best use better than any person.
When you manage your personal investments yourself, manually, in parallel with the conduct of your main professional activity, such management turns out to be inconstant, episodic. And, of course, with this approach, it is easy to miss something important, make a mistake in management, not notice the risks for personal deposits. Using our program for managing personal deposits will allow you to organize constant control over them, build an individual and effective management system that will monitor the safety and increase of your investments in a permanent, not temporary mode.
When building a management system, a set of individually selected methods and technologies will be used that will suit you and your investment program.
The USU creates all its applications so that they adapt to a specific client, integrate into his business and work style, improving them, but without violating the integrity and not eliminating the benefits that already exist.
In the application from the USU, the calculation of interest on the deposit, investment terms, risks are assessed and the results of work with a specific deposit are predicted. Separately, calculations are carried out for portfolio and direct, short-term and long-term investments.
In order to profit from personal investment, many conditions must be met. Building a quality management system is one of them. It depends on her how long you can stay afloat in the investment business, earn on your personal financial investments and develop in this area of activity.
Who is the developer?
Akulov Nikolay
Expert and chief programmer who participated in the design and development of this software.
2024-11-05
Video of personal investment management
This video is in Russian. We have not yet managed to make videos in other languages.
Our program will not solve all the problems encountered in the field of financial investments. It will not offer an ideal record-keeping mechanism. But, the automation of accounting activities, carried out with the help of it, will form the most optimal accounting option, suitable for you and your investment at the present time. With us you can save your money and increase income from personal investments. Yes, the investment business was and remains risky and the USU cannot guarantee that you will never suffer losses from your deposits. But we can guarantee that the likelihood of these losses when organizing management with our program will decrease by an order of magnitude.
Management is built on the basis of an individual plan.
The plan is drawn up based on the application of the most effective management techniques.
The technique is chosen by the program independently.
The choice is influenced by a large number of factors: characteristics of the deposit, size, timing, etc.
The program ensures that your personal investments are not only preserved, but also generate income.
If the contribution ceases to be beneficial for any reason, the USU application signals this.
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.
In such a situation, the program will begin to look for other options for personal investment.
Within the framework of management, the most general and obligatory management stages will be carried out in an automatic manner: planning, forecasting, implementation, analysis, etc.
Our program is suitable for both novice investors and people who have been involved in the investment business for a long time.
The USU management program will help you save your money and increase your personal investment income.
Within the framework of the management, all functions related to the planning of personal deposits will be performed in an automated mode.
The functions and procedures for drawing up an action strategy are automated.
Strategy implementation will also be managed in an automated manner.
Order a personal investment management
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!
Personal investment management
As part of an automated control system, accounting and settlement work is automated.
All mathematical calculations by the program, of course, will be performed faster and more accurately than by a person, no matter how highly qualified a specialist he is.
Control over management results will be established.
Based on the results of this control, adjustments will be made to the deposit management system.
The computer system from the USU will constantly monitor the use of money from personal investments.
Based on this monitoring, the effectiveness of the investment policy will be assessed.
An individual automated personal investment management style will be set up.