INVESTMENT SOLUTION
G Invest
Your All-in-One Investment Management Solution
Overview
Today’s dynamic financial landscape demands a robust investment management solution. G Invest offers a comprehensive platform to streamline investment operations, manage client relationships, and track performance. You can easily create, manage, and track investments, fundraising opportunities, and client information.
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G Invest Benefits
- Deal Management
- Deal Types & Deal Transactions
- Scoring
- Key Financial Indicators
- Better Communication
- User Friendly Applications
- Dashboard Reports
- Integration with Market Data
- Portfolio Management
Modules & Features
INVEEQUITY
- Quoted Investments
- Unquoted Investments
- Private Equity
- Venture Capital
- Mutual Funds
- Hedge Funds
- Property Investments
- GL & Accounting
INVETREASURY
- Bonds/Sukuk
- Deposits
- Facilities & Loans
- GL & Accounting
INVEWEALTH
INVEPROPERTYLEASE
- Lead and Opportunity Cycle
- Tenants Management
- Property Management
- Lease Agreements
- Collections
- Manual Invoices & Allocation
- AR/GL Integration
- Digital Channels
INVEMONITORING
- Financial Monitoring
- Financial Indicators
- Industry Benchmarking
- Dashboards and Analytics
INVECASHFLOW
- Equity Forecasts
- Treasury Forecasts
- Property Forecasts
Modules & Features
- Quoted Investments
- Unquoted Investments
- Private Equity
- Venture Capital
- Mutual Funds
- Hedge Funds
- Property Investments
- GL & Accounting
- Bonds/Sukuk
- Deposits
- Facilities & Loans
- GL & Accounting
- Wealth CRM
- Wealth Portal
- Wealth Mobile
- Lead and Opportunity Cycle
- Tenants Management
- Property Management
- Lease Agreements
- Collections
- Manual Invoices & Allocation
- AR/GL Integration
- Digital Channels
- Financial Monitoring
- Financial Indicators
- Industry Benchmarking
- Dashboards and Analytics
- Equity Forecasts
- Treasury Forecasts
- Property Forecasts
Testimonials
Typical investment companies always find it difficult to handle multiple portfolios and deal management which are the crux of the business. Also, we had several issues with our legacy system. Predominantly lack of interface with 3rd party systems, unable to integrate with real-time market data providers, fragmented information, and incomplete data which flow across the firm. After implementing G Invest, we could witness a phenomenal change in our system and the efficiency of the firm. We are thoroughly satisfied with G Invest which caters to our needs and eliminates most issues which we faced in the past. Kudos to the Global ITS team!!