Investment Management Software: Reporting 

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Vertical add-on to Microsoft Dynamics NAV - an integrated Finance / Investment Management solution providing all the functionality required by entities that invest in Equities, Bonds, Treasuries, Currency contracts, Derivatives and other types of investments. Ideal for family offices, asset management companies, etc. who require straight through processing and automatic accounting treatment. Add Compliance, CRM and many other modules.
IMS is an integrated multi-currency investment management solution that maintains most any asset class. Portfolio management features: rules based modeling/compliance, performance measurement (AIMR/GIPS, IRR plus more), risk analytics, breakout allocations and returns at all levels, scenario tool and yield curve analysis. Accounting features: projects cash flows enabling "what if" analyses, complete history of activity, audit controls, reconcilement, flexible query/reporting and NAV/unitization.
Software for Canadian Mortgage Companies that manage private equity and allocate those funds into mortgages either through a syndicated loan or a MIC (Mortgage Investment Corporation). As an enterprises software our systems improves overall corporate efficiency and data accuracy while reducing time spent in administration allowing for more time to focus on the key business of generating income.

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What WorksTM for Financial Services

Investment Management Software

Track and analyze investments easily with investment management software.
Investment management software offers businesses a range of features including informational downloads from brokerages and financial institutions, assistance with analyzing and setting investment goals and alerts on stock market news and prices. A good investment management software package will also include features allowing businesses to analyze capital gains to maximize return on investments, provide reliable research tools ... Read more