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Rating: 4.9. Number of organizations: 614
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Countries: All
Operating system: Windows, Android, macOS
Group of programs: Business automation

Spreadsheets for investment accounting

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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!

Spreadsheets for investment accounting - Program screenshot

The investment accounting table is a convenient tool for both data interpretation and their qualitative calculation. You can work with tables in special accounting programs. Some applications provide access to only one table, preventing the user from working in several tables at the same time. In this case, accounting becomes more complicated, because when controlling investments, it is more convenient for the user to work in several windows.

The developers of the "Universal Accounting System" provide users with an automated program with tables for accounting for investments. The application allows the manager to carry out a full accounting of finances, monitoring all business processes. To start working in the program, the user just needs to load the basic primary information into the application. The platform itself processes the data, saving time for employees of a financial or investment firm.

The head of the organization has access to the investor base with the ability to classify them in a convenient way to speed up work processes. The investment accounting table is available to all users to whom the manager gives access to data editing. A huge advantage of the USU software is the ability to work in several tables without switching from one window to another. The program displays information in the most convenient way for interpreting numerical data.

In addition to tables in the application, you can use graphs and charts, in which numerical data are displayed for employees of a financial organization as simply and conveniently as possible. In software, you can easily work with numbers, keeping track of finances and investments. The application is adapted for the user, equipped with a simple interface accessible to every employee of the company.

In the accounting system, you can choose a design based on the individual preferences of each employee. An entrepreneur can lead a firm to a unified corporate identity by uploading an image of the logo of an investment organization to the work background. The accounting platform allows employees to edit settings in such a way that the work is as simple and understandable as possible for all employees of the company.

Thanks to the investment accounting tables, the manager can perform a complete financial analysis. In the software from the USU, you can monitor the dynamics of profits, control the income and expenses of the company, and much more. All this can be done in tables to further simplify the interpretation of numerical data. Accounting software is available in all languages of the world, which opens up a huge number of new opportunities for employees.

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:
2024-11-22

This video is in Russian. We have not yet managed to make videos in other languages.

The program, which allows employees to work with multiple spreadsheets, helps the manager to establish a workflow related to investments, investors, employees, customers, and so on. In support from the USU, you can work with various equipment. The program automatically prints the necessary documents, and also fills out reports, forms and contracts. The platform simplifies work as much as possible, freeing employees from performing many monotonous processes.

The application from the creators of the "Universal Accounting System" is a basic tool for business optimization.

The system software from the creators of the USU has the most simple and understandable interface for all users.

The system works with various types of tables, as well as with graphs and diagrams.

In the program, you can quickly and accurately perform all the calculations necessary for the work.

Accounting software is suitable for use by all types of financial and investment organizations.

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 program is available in all languages of the world.

The system can work with various equipment that optimizes and accelerates work processes.

In the software, you can carry out full control of finances, including costs, profits, and so on.

The program helps the leader draw up a list of plans and goals for the rapid development of the organization.

The software automatically fills in the documents necessary for the work, for example, forms, reports and contracts.

The software reminds employees of the need to submit reports to the manager.



Order a spreadsheets for investment accounting

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!




Spreadsheets for investment accounting

The platform allows an entrepreneur to fully control employees, assessing the results and the process of their activities.

The system software, which is perfectly suited to control, has many functions to solve the many investment problems.

The program, equipped with a large number of convenient tables, helps the manager to cope with the various tasks facing the financial institution.

In the software, you can keep track of payments and investments made by customers.

The application helps the manager to create a single client and investor base, available at all branches of the company.

In the investment system, you can work from home and from the office, because the system software is available to users both on the local network and on the Internet.

In the software from the creators of the USU, you can work in tables, making the necessary calculations and calculations as quickly and easily as possible.

Investment management software saves all necessary data in case of loss or deletion.