Finance/Insurance
Investments & Loans Management brings Microsoft Dynamics GP users investment portfolio, loans and fund investor management functionality directly within GP. Manage interest and non-interest based investments such as equities, bonds, debentures, mutual funds and loans, maximize the clarity of your wealth management and ensure accurate tracking for compliance purposes.
Built for businesses that provide loans, this product automates the creation of AR invoices, Payroll deductions and Cash Receipts to help streamline loan administration. With various interest rate calculations and payment frequencies available, you can create, track, manage, and forecast payment schedules accurately within Microsoft Dynamics GP.