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Effortlessly handle investment pools and unitized allocations
With the FACTS (Fund and Account Tracking System) and Asset Allocation modules, you can use FIMS to:
- Manage an unlimited number of investment pools
- Reconcile investment accounts in a snap
- Accurately calculate unitized allocations
- Maintain target investment allocations for each fund investment
- Easily rebalance the asset allocations
- Automatically update the General Ledger
Benefit: The seamless integration between General Ledger, Accounts Payable and Investment Pool Management makes it easy for you to manage your financial resources.
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Using the old system was an all-day, every-day type thing. Now I do a lot of work I couldn't have done then.
—The Jewish Federation of Greater Houston
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Request more details about our solutions:
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1.800.899.0890 Option #1
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