The investment transaction management platform is mainly used by enterprise group investment units to generate related investment account management and performance management reports.
System Features
- Automatic accounting data transfer from investment units
- Investment transactions and asset inventory data from single or multiple investment units can be obtained through automatic file conversion by the current investment account management system. A standard formulated data transmission format is generated to transmit and be received for each appointed unit’s data to be transferred.
- Provide investment performance assessment
- Provides, in the shortest time, the above information to asset management professionals to carry out professional, effective and objective investment commission management, as well as audit and performance evaluation.
- Proprietary report aggregation
- The system compiles information from relevant investment units and generates performance reports.
- Authority management
- Establishes a complete access rights management function: only authorized users can log in and query, change or print related data for each management agreement.
- Report management
- Query the holding status of stock fund bonds and various mayor types of assets.
- Customized reports
- Provides more than 100 types of management and financial statements required for various transactions and accountings; each report has its screen display, print and transfer functions. Various reports can be generated quickly, which is convenient for contract managers to print.
