Application Description
An enhancement to Microsoft Dynamics GP, Investor Relationship Manager is designed to allow users to coordinate, monitor and manage various types of third party investments including shareholder investments and equities such as stock certificates and dividends.
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
- Create investment classes to handle preferred and common shares and their distributions
- Establish different distribution periods for each company (ie. monthly, quarterly, annually)
- Analyze share class historical data (ie. detail, summary, cumulative)
Investor Relationship Manager has not been reviewed by any customers.
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The views and opinions submitted and expressed here are not those of Microsoft.
