Receipt Storage: Investment management apps for mobile devices help investors in the capturing and storage of snapshots and screenshots of receipts in a centralized database. Updates and Alerts: Investment management apps provide periodic updates and alerts to the investors via push notifications, emails, and SMS. This helps investors set a limit on the accounts of their customers. Common Features of Investment Management SoftwareĪccount Balance Monitoring: With the help of investment management apps, investors and businesses can monitor their customer’s account balance along with assets and liabilities on the go.īudget and Expense Tracking: Most investment management apps also provide budget tracking of individual accounts. Portfolio Management: With the help of investment management software, businesses can buy and keep track of stocks and bonds from the portfolio of their customer base.
This communication can be further categorized into potential customers, new customers, and existing customers.Ĭompliance Reporting: Investment management software also enables the auditing, tracking, and reporting of standard regulations of a business’s internal and external stakeholders.
It also provides comparative metrics of the company against the parameters of its competitors in the industry.ĭata Import/Export: Investment management software assists investors and organizations to import and export essential data and reports in various formats such as PDF and Excel.Ĭlient Management: With the help of an investment management system, businesses can systematically organize their client interactions. Investment Tracking: With investment management software, one can monitor the allocation of their capital and assets across all their investment accounts over time.īenchmarking: Investment management software helps in benchmarking, through which you can evaluate various aspects of your business processes and devise the best practices. Some of its other features include professional asset reporting (such as real estate), audit compliance, and investment tracking.įeatures of Investment Management Software Investment management software, also known as wealth management software, helps investors in executing various tasks such as portfolio management and financial asset tracking.