Maximize Your Investment Potential with Finex ERP, For Accurate Portfolio Management & Real-Time Market Analysis.

Shares & Investment Solutions

Shares & Investment

Are you an investment banker, or a person dealing with the investment business? Are you planning to invest your hard-earned money into the stock market? It’s a different game altogether. Isn’t it? Finex ERP brings you Share & Investment software. Now manage your investments or the dealing of your investment business with just a few clicks. Shares & Investment software is a comprehensive tool with varied features that allows you to keep a track of shares, stocks, and your investments.

Shares & Investment program is designed to help you manage your investments in stocks, mutual funds, and other securities. If you own an investment business then it comes as a boon to you. This program provides a range of features and tools, including real-time stock quotes, portfolio tracking, and analysis of market trends.

Components of Shares & Investment Module

Retail POS ( Point of Sales )
Shares and Bonds Trading Module
Automated Cost and Book Value Tracking
Revaluation Reserve Management
Automated cost allocation during sales process-(FIFO – Average)
Investment Management
Automated interest calculation/amortization
Additional cost allocation

Features of Shares & Investment Module

Real-time quotes: Provides up-to-date information on the prices of different stocks, mutual funds, and other securities.

Portfolio tracking: this allows users to track their investments and see how their portfolio is performing.

News and market analysis: Provides users with information on market trends, news events, and other factors that may affect their investments.

Investment planning: Helps users create and manage investment plans based on their financial goals and risk tolerance.

Alerts and notifications: Allows users to set up alerts for specific stocks or market conditions, so they can stay informed about changes in their investments.

Share & Investment is a simple Cloud-based program that provides real-time quotes and basic portfolio tracking to more comprehensive functions and offers a range of analysis and planning tools. Choose the right software for your needs and manage the complexity of your investments, as per your budget.

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Finex ERP, is a technology and innovation company that specializes in providing ERP solutions for the past two decades. We have been generating disruptive solutions with innovative ideas to create software that will be the best fit for every business type.