Solutions from Investment Systems Company allow you to take control of your investment management and provide you with reliable investment information at your fingertips. For over 20 years Investment Systems Company has been satisfying clients' processing needs with fast, flexible and comprehensive investment management solutions.
About Investment Systems Company

Contact Us

P: (440) 247-2865
E: info@investmentsystems.com
Ronni Bialosky, President
37840 Jackson Road
Moreland Hills, OH 44022

Additional Info

Contact Us

Portfolio Accounting System Brochure

Shareholder Accounting System Brochure

Bonds Payable System Brochure

Portfolio Accounting System

Shareholder Accounting System

Bonds Payable System

About Investment Systems Company

Background

Since 1984, Investment Systems Company has been providing the investment community with investment management and accounting software solutions.

Built upon extensive experience and knowledge in the banking and technology fields, Investment Systems Company has developed products and offers customized solutions making in-house processing of investment data cost effective, efficient and reliable.

The underlying principle of the firm is to provide superior investment management software to the investment community.

Investment Systems Company currently licenses three software products Portfolio Accounting System, Shareholder Accounting System, and Bonds Payable System, programs developed and maintained by Investment Systems Company.

In addition, Investment Systems Company writes custom software for companies to be run either at the offices of Investment Systems Company or delivered to the investment company client for in-house use, for example, proxy voting and escheatment systems.

Our Philosophy

We strongly believe that on-going support is critical to our business relationships as well as the success of your investment management business. Therefore, we will work closely with you as we do with all of our clients and customize our software to ensure that all your special requirements are constantly being satisfied.

This collaboration results in our clients being able to do business the way that they desire, not the way the software package dictates. We understand the investment world and are able to discuss projects in non-technical terms while providing up to date practical solutions.

Investment Systems Company has worked for some clients for over 20 years as a trusted and reliable provider of portfolio accounting and mutual fund shareholder software. We look forward to the opportunity to meet your needs.

Headquarters

Investment Systems Company
37840 Jackson Road
Moreland Hills, OH 44022