Investment management is a
Great
Business...
If
your Investment Systems are Working
Investment Systems Company is a software company that offers integrated portfolio management and accounting systems that make in-house processing of investment management data cost effective, efficient and reliable. For over 20 years Investment Systems Company has been satisfying clients' investment management needs.
Contact
Ronni Bialosky, President
37840 Jackson Road
Moreland Hills, OH 44022
Tel: 440-247-2865
E-mail: info@investmentsystems.com
37840 Jackson Road
Moreland Hills, OH 44022
Tel: 440-247-2865
E-mail: info@investmentsystems.com
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PortfolioAccounting The Portfolio Accounting System provides investment advisory firms, banks, financial institutions, mutual funds, housing authorities and family offices with full record keeping functions for investment portfolios. Product Overview Brochure (pdf) Download Demo |
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ShareholderAccounting This accounting system is a transfer agent system for no-load mutual funds. Shareholder accounting has never been easier to manage. Product Overview Brochure (pdf) |
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BondsPayable The Bonds Payable System, used by entities issuing bonds, is a back-office application that tracks the debt service of fixed income securities from issuance to maturity. Product Overview Brochure (pdf) |
Management Company or Family Office and you are looking for:
- System reliability
- Data consolidation
- Additional system features
- Data control
- Dependable customer service
- Industry knowledge from your systems provider
has the right solutions
