Product: Investor Relationship ManagerGP

Product Website

Visit Investor Relationship Manager website

Description

Investor Relationship Manager seamlessly integrates with Microsoft Dynamics GP and allows users to coordinate, monitor and manage various types of third party investments including shareholder investments and equities such as stock certificates and dividends.

Pricing/Buying Information

Product prices are flat rate, no additional fees per User. Please Contact CAL for Pricing Information.

Investor Relationship Manager allows users to distribute investments to multiple share classes, track investors and their needs, leverage product functionality to print customizable share certificate documents, and deliver timely information to shareholders. As a management tool, Investor Relationship Manager will automatically create distribution calculations and auto-create investor payables transactions, enabling users to track details relating to investor holdings and share certificates eliminating the need for outsourcing.

Feature Overview:

• Manage investment securities and share prices
• Calculate dividends and track dividend distribution histories
• Provide powerful and flexible investment and ROI analysis
• Process investment transactions such as sales, splits, buybacks and dividend payments to shareholders
• Create and track shareholder records leveraging functionality within Microsoft Dynamics GP
• Establish different distribution periods for each company (i.e. monthly, quarterly, annually)
• Analyze share class historical data (ie. detail, summary, cumulative)

• Investor Relationship Manager Brochure

Links

• Investor Relationship Manager Screenshot 1
• Investor Relationship Manager Screenshot 2
• Investor Relationship Manager Screenshot 3

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