Investment Manager
Do you want to manage investor, broker, and fund owner activity in Microsoft Dynamics GP?
As the only Dexterity-developed investor, fund owner, and broker management solution for Microsoft Dynamics GP, the Investment Manager offers you the ability to track investor, broker and fund owner activities directly within one consolidated financial management system. Through this direct integration to Microsoft Dynamics GP, you can save time in processing capital calls, managing investor distributions, and maximize your effectiveness and profitability. Unlike alternative solutions, the Investment Manager is embedded within Microsoft Dynamics GP, offering enterprise grade financial management capabilities. Empower your team to increase the quality and effectiveness of your investment decision-making and gain real-time access to your financial data. If you are looking to utilize Microsoft Dynamics GP’s strong financial features while also tracking investor and broker activity easily and efficiently, you should learn more about what the Investment Manager can do for your organization.
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Save Time & Increase Profitability
The Investment Manager can reduce your investment related administration costs and maximize investment capital by managing and streamlining all processes from a single ERP system. All investor, broker, and fund owner data is stored in one location, giving you the ability to process various types of transactions from a single database. Through batch processing functionality for AR capital calls and AP investor distributions, you can improve your processing efficiency to make the most out of your resources. By allowing you to do everything in one consolidated system, the Investment Manager saves time and increases your team’s productivity by avoiding date integrations and reconciliations from external systems.
Empower Decision-Makers
By having all your data in one system, the Investment Manager enables decision-makers to access the most current information instantly. Through its direct integration to Microsoft Dynamics GP, the Investment Manager offers you an unlimited number of reports that tie into your financial data. This allows you to see both your financial and investment related data in one place.
Seamless Integration, Dexterity Based
Binary Stream`s Investment Manager is fully integrated to Microsoft Dynamics GP. Written in Dexterity, the programming language of Microsoft Dynamics GP, this solution is a seamless fit with the pre-existing modules of Microsoft Dynamics GP. This offers you several benefits including an unlimited number of reports, quick user adoption, and still affords you access to the strong and deep financials available within Microsoft Dynamics GP.
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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
- 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
