Månedsarkiv: februar 2014

portfolio management software

What are the Common Portfolio Management Software?

Publicly traded shares of a company are called common stock, sometimes known as ordinary stock. These make up the majority of trades executed in any given market. Because of this, there are more traders who need portfolio management software to ensure that they make smart decisions with their money. Portfolio management software provide investors with graphs, charts and analyses that show how individual stocks in the portfolio are performing. Take a look at two of the most popular kinds of portfolio management software investors and businesses use today.

Free Portfolio Tracking Software

There are various portfolio management software available online for individuals or business. Some developers offer their software for download while others are web-based. Free portfolio management software offer their users the ability to monitor stocks, mutual funds, market indices and other investments from their computer. Free applications aggregate research and news pertaining to the stocks in your portfolio. They can also provide streaming quotes and performance alerts for a particular stock. These free applications are limited, however; some only price stocks to two decimal places, which can be inaccurate, while others do not have the ability to generate performance reports or track trends.

Premium Portfolio Tracking Software

Individual investors with more capital to invest can benefit from investing in premium portfolio management software. You can either download portfolio management software from independent websites that review software or direct from their developments. Premium stock portfolio trackers usually do more than just give research, track and generate performance review for stock. As an alternative to their no-cost counterparts, premium portfolio management software usually give investment advice and are customizable to the individual needs of the investor. Premium applications also give enhanced financial security by allowing users to password-protect their files.

investment management systems

Software Requirements of Investment Management Systems

Managing and documenting fixed assets can be intensive and demanding. Backup documentations like invoices, purchase orders and contacts are needed for various accounting tasks relevant to fixed assets. Manually managing fixed assets and related activities can be hard and frustrating, so investment management systems were developed to facilitate fixed asset management. These investment management systems ids in tracking purchase cost, valuation and depreciation regarding your assets.

Deployment Asset Management Software

To leverage the advantages of the investment management system, organization should implement it to document critical information including asset type, number, expenditures, location and maintenance records. The investment management system can record all asset-associated documents by integrating them in the system, so these documents are like original invoices, warranties and insurance contracts. The image of the asset can be shown immediately from the system.

Asset Management Software Requirements

The investment management system should be able to automatically link invoice documents to asset records by attaching electronic devices to the related asset records. When multiple invoice records are merged, more than one invoice image should be fixed to an asset record. Similarly, in cases where an invoice record is split, the invoices should be administered correctly and attached to the right asset records. This linkage of invoice document mitigates the need for retrieving and copying invoices for future reference or use. The investment management system should give an asset record indexing functionality for creating new asset records or reviewing existing records.

Asset Management Software Benefits

The investment management system can facilitate monitoring and managing the use and performance of organizational assets and obtain greater view and control over these assets. The investment management system offers better learning into your operations, allowing you to enhance efficiency and productivity and reduce costs with improved buying and inventory management. The asset management software can enhance your maintenance schedules, increase up-time of fixed assets, improve risk management regulations and enable more appropriate strategic planning.

portfolio management software

Importance of Cash and Securities Management

A business invests in cash and securities management to seize opportunities in financial markets and puts its extra cash to good use. Investment stocks and bonds is integral to the financial management strategy the business sets. Other strategic moves include financial risk management and expense control.

Marketable Securities

Cash and securities management relates to 2 concepts. First, it refers to financial instruments that are regularly listed on securities markets and available for investors to purchase, sell and hold. Marketable securities also cover investment assets a company buys for a profit motive. For the business, the idea is to make money on the side, which is a strategically good move to counter periods of slugging performance. Cash and securities management include bonds, stocks, and other products.

Financial Management

Financial management is a loose term referring to the various tools, policies and approaches a company puts into place to make money, grow its customer base, pay vendor and service providers on time, and raise cash to fund short term initiatives and long term plans. This cash and securities management discipline calls for operational acumen, financial skills and business dexterity. Analyzing various situations and identify which one can generate more revenue also helps.

Importance

By buying marketable securities and making extra money from their cash and securities management, a company takes important steps to shore up its balance sheet and ease its road to financial stability. Aside from cash generation, the business may buy investment instruments to hedge its exposures to a certain commodity group or sector. With cash and securities management, a company can make money by reselling their futures at higher values and prevent operating losses if commodities values increase.

Economic Repercussions

Aside from financial management, the purchase of marketable securities from cash and securities management has another positive effect on productivity. This practice puts more liquidity in financial markets, keeping them vibrant and important to the long term state of the economy. When a business buys another company’s stocks, it allows the money-seeking company to fund its operations. In turn, this will increase national productivity metrics, like gross domestic product and gross national product.