| Do you need a system built within Microsoft Dynamics GP to track who your investors are, what funds/pools they invested in, and how much capital you need to distribute back to your investors?
Binary Stream's Investment Manager™ for Great Plains was developed to address the need for an investment/equity issuance management solution that is seamlessly integrated to Microsoft Dynamics GP and that offers K1, IRA, and FEIN reporting features. With its direct integration to Great Plains, distributions or dividends can be efficiently processed via Great Plains’ Payables management functionality.
Do you need to track investor trading activity?
Our Dexterity-based solution is designed to allow Great Plains users to easily coordinate, monitor, and manage capital calls or equity issuances related to various types of assets such as real estate, ethanol plants and general corporate equities. Whether transferring investments from one investor to another or viewing the total capital acquired per investment offering, Binary Stream’s Investment Manager offers a complete ERP solution to various companies that have shareholders.
Designed and developed for organizations that need to manage their investors, our equity issuance software will provide you with a complete ledger accounting system and the ability to manage your investment offerings.
In addition, Binary Stream’s software is a good fit for private equity firms and for cooperatives that require a patronage management system. Acting as an investment management software for Microsoft Dynamics GP, organizations can expect to track all pertinent information about investors while using the comprehensive financial management features of Great Plains.
If you are looking for an investment management solution utilizing the power of Great Plains' financial management functionality, contact Binary Stream today to discuss your investment management needs.
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- Create many types of investment opportunities
- Setup liquidation periods
- Efficiently manage distributions/disbursements
- Generate various investment reports by investment offering
- Process investment deposits and distributions
- Track multiple investment contacts
- Trace investment expenses
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- Maximize investment capital
- Reduce administrative costs
- Maximize profits through extensive reporting options
- Increase investor satisfaction from improved responsiveness
- Better investment related decision-making
- Eliminate incorrect distributions
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