avtor: Global ITS

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GITS Invest for Dynamics 365 Customer Engagement

G Invest which is built on Microsoft Dynamics 365 Customer Engagement can empower the Investment firm to easily create, track, and manage your Investments, Fund Raising Opportunities, and Client relationships. It allows you to get a complete 360* view of investment by drilling down to deal details, portfolio details, financial data, and reports with a single click.

Features not limited to:
1. Deal Management
2. Deal Types
3. Deal Transactions
4. Scoring
5. Key Financial Indicators
6. Better Communication
7. User-Friendly Applications
8. Dashboard Reports
9. Integration with Market Data
10. Portfolio Management

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