Investment Systems Company

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The investment management solutions offered by Investment Systems Company are modestly priced, user friendly, fully customized, installed with expert training on your premises, and are supported by professionally trained staff. Investment Systems Company offers a wide range of customized investment management solutions for your business. Get the most customizable solution tailored for your needs, by calling us today at (440) 247-2865.

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For over 20 years, Investment Systems Company has been in the investment management and accounting software business and has a variety of solutions available to meet whatever your investment needs may be.

Learn how our Portfolio Accounting, Shareholder Accounting, and Bonds Payable Systems will streamline your business requirements and provide you with the piece of mind that your investment systems are working like a well oiled machine.

Find out more about each of our customized solutions below.

Portfolio Accounting System

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.

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Shareholder Accounting System

The Shareholder Accounting System is a transfer agent system for no-load mutual funds. The software provides a cost effective method for maintaining control over shareholder servicing by keeping the function in-house.

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Bonds Payable System

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.

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Contact Us

Contact us today to arrange a personal demonstration of any of the above investment management solutions or to discuss how Investment Systems Company can create a customized investment system to fit your business needs.