If you handle client assets and investments, then I'm sure you agree that investment management solutions in important tools, you use in your daily work. However, with so many available options it is sometimes difficult to decide which solution to do. You can find investment management software online.
So if you are currently looking for a tool like that, here are features that must be searched in investment management software.
1. Remote & cellular access
If you want to access client information easily, then you have to find a solution that includes web-based options and also, so you can access vital data from a distance wherever you go.
You will be able to easily enter the system, even through your mobile device, anytime day or night to access data, manage investment, apply change and more. Being able to manage your client's investment for any city in the world is an important element, especially if you travel a lot.
2. Unlimited number of clients
Make sure your investment management software is set to handle clients in an unlimited number. Even if you're just starting, you can't limit yourself by choosing to use the software set limited to the number of clients you can handle. The software you choose must also serve more than one user.
In this way, some people can access the same program if necessary. You need to check to see if additional licenses are needed for this kind of setting, because some companies charge additional fees for additional users. Even in some cases, you might need to license every user. However, this will depend on the size of your organization.