Investment Management is a highly analytical, custom Force.com solution designed to help financial services firms comprehensively manage investors and optimize their operations. This 100% native Force.com App can run entirely on lower cost Salesforce Platform licenses, or be seamlessly and effortlessly integrated with your existing Salesforce CRM.
- Comprehensively manage investor relations, investment accounts, holdings and transactions
- Automate complex investment calculations including distributions, reinvestment amounts, brokerage fees and more
- Real-time reports and dashboards provide stunning business intelligence
- Easy integration with real-time market data
- Integration with middle and back office data and integrations – dividend transfers, EFT, etc.
- Highly extensible with pre-integrated add-ons
- Instant global deployment for offline and online use
- Completely integrated with Microsoft Outlook, Quickbooks and more
- Stay connected anywhere – BlackBerry, iPhone, PDA, Android, etc.