Products

JOVACO Investment Management

Keep a tight control over your investments

Do you want to ensure accounting control over your investments?  Do you have access to an investment consultant and wish to assess the quality of his professional services? JOVACO Investment Management allows you to track the evolution of your investments and maintain full control over your portfolio.

Discover a complete management tool that allows you to check the performance of your investments and their actual profitability at any time.

Entirely integrated with Dynamics GP, the Investment Management software allows you to book and process purchases, sales, amortizations, accrued interests, and profits and losses for all types of investments.  

The software allows you to forecast short and medium terms, thereby facilitating your financial planning.

Investment Management allows you to manage: 

  • The acquisition and provision of securities:
    • treasury bills
    • commercial papers
    • bonds
    • strip coupons
    • loans
    • stocks
    • mutual funds
  • Cash and stock dividends
  • Interest accruals
  • Stock splits
  • Automatic calculation of accrued interest 
  • Automatic calculation of amortizations
  • Monitoring of revenues and maturity dates

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