Investment Management Module
Our Investment Management System is a software that has combined a number of useful modules to help keep track of investment instruments that a business keeps. These functionalities include: Capital Management, Investment Management, Data Maintenance, Audit Security. In addition to these, there are also special features that can be integrated to make the system even more customized to the users’ needs. They include: Using Artificial Intelligence tools for data management, investment management and integration.
- Easy to use
- User Interface
- Workforce planning
Inventory Features
Capital Management
Our system records and manages capital of a business including capital transaction and holding excluding share reference.
Investment Management
Our CT solution uses this module to record and manage single shares in individual capital stock. As a result, it maps business transactions. It tracks, allocates and analyze client holdings through a centralized dashboard.
Data Maintenance
Our CT Investment Management System has a module that deals with maintenance of data based on existing structures in the past and future. In addition, there is a data importing functionality that aids in importing digital contract notes and an optional format in which they appear.
Audit Security
Our solution has a full audit security that uses tracking logs that are unchanging for every system action. Reports are generated that include annualized data, absolute gains, transaction reports and asset classes.
Financial Risk Management
leverages current and past market data to predict risk associated with a portfolio.
Our Awesome Pricing Plans
Basic Plan
- 24/7 system monitoring
- Security management
- Secure finance backup
- Remote support
Standard Plan
- 24/7 system monitoring
- Security management
- Secure finance backup
- Remote support
Extended Plan
- 24/7 system monitoring
- Security management
- Secure finance backup
- Remote support
Basic Plan
- 24/7 system monitoring
- Security management
- Secure finance backup
- Remote support
Standard Plan
- 24/7 system monitoring
- Security management
- Secure finance backup
- Remote support
Extended Plan
- 24/7 system monitoring
- Security management
- Secure finance backup
- Remote support
