Investment Management

Investment Management is a highly analytical, custom solution designed to help financial services firms comprehensively manage investors and optimize their operations. This 100% native 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.

See Fulcrum Investment Management first hand by contacting us to request a live demonstration.