Tailored solutions to help your team manage more funds & investment opportunities
The all-in-one solution designed to empower your finance & management teams.
Grow without growing your teams' workload.
The benefits
Do you struggle to manage dozens or even hundreds of investment companies / funds?
It is common to see the finance & management teams get bogged down trying to cope with growth.
Our solution turns the traditional "one company at a time" approach on its head and focusses on getting your processes done fast. Across your investment companies.
This dramatically reduces workload and increases the control you have over your business.
The difference we make
Because we look at the processes you need to achieve first, you can focus on getting tasks done like never before.
Blast through Purchase Order authorisations
Create payments runs in one go
Create VAT Groups as needed and accurately submit via MDT for VAT.
Create intercompany journals easily, even from within Excel.
Quickly run reports for an investment, a group or the whole organisation.
WHAT WILL IT DO FOR YOU?
Fast Analysis & Reporting
EASILY ANALYSE BY INVESTMENT, PORTFOLIO OR COMPANY
Create common reporting templates for standard weekly, monthly, quarterly, and annual reports.
View reports from company-wide summary to fund detail.
Quickly run reports for a single fund, a portfolio or across all funds.
Gain up to date real-time insight via Business Intelligence platforms (Microsoft Power BI, Tableau, etc.).
All our processes and workflows are in one system (no more Excel based “work-arounds”).
Easy Management
MORE TIME ON ANALYSING
Payments & Documents like Purchase Orders, etc., are approved from one place across funds.
Security allows us to grant individual users access to just the funds they need to work on.
Enable simple and reconciled group VAT Reporting, with approved electronic submission to HMRC (Making Tax Digital for VAT).
Save hours by creating a new fund in a fraction of the time (within an hour).
Quickly transact across funds in a single journal.
Manage more funds
MORE PRODUCTIVE. LESS GRIND.
No time wasted switching in and out of different companies.
Save time creating duplicate records with a shared G/L Accounts, Customers & Vendors
View in summary or by fund.
Write your journals in Excel and easily import them into your Accounts.
Manage transactions and reports of all companies via a single user login.
Download one bank statement across all funds and get things matched fast with auto reconcile.
Create Journals that could span funds / companies in one go.
Make payments across investment funds quickly and easily from one screen
Find out more by calling us on 03300 882 515 and ask to talk to someone about our Fund Management solution.
We will be happy to hear from you and promise that you will not be hounded by pushy salespeople. We don't like those kinds of tactics and we don't believe others do either.
HOW HAS OUR SOLUTION HELPED OTHERS IN FUND / INVESTMENT MANAGEMENT INDUSTRY?
“With our new finance system - and the freedom it has given our team - we can focus our time on the exceptions and growth. Creating and working across multiple funds is easy, and we can look at individual funds as quickly as across our portfolios.”
SIMPLE MONTHLY PRICING
The price is per month per Business Central instance for any number of users.
This is in addition to the Licenses and Services need to implement Business Central.
Typically, only one Business Central company is needed for this solution
Find out more by calling us on 03300 882 515 and ask to talk to someone about our Investment Management solutions.
We will be happy to hear from you and promise that you will not be hounded by pushy salespeople. We don't like those kinds of tactics and we don't believe others do either.
Investment Management Solution Flyer
High level flyer for the Investment / Fund Management Extension for Dynamics 365 Business Central.
THE MISSION
We are here to get more done. Daily.
Seeing the time saved once the solution is installed has compelled us to create this tailorable solution as an Extension to Microsoft Dynamics 365 Business Central.
Extending your solution without compromising on getting timely upgrades.
