Investment Portfolio Managment software on Dynamics 365

The Dynamic Netsoft Investment Portfolio Management solution, built on Microsoft Dynamics 365, empowers holding companies, investment firms, and multi-entity enterprises to manage their assets with precision, transparency, and control.

With full visibility into investments across subsidiaries and asset classes, your team can streamline financial reporting, track ROI in real-time, and make data-driven decisions—all from a centralized, cloud-based platform.

Key Capabilities

• Unified Portfolio View: Gain complete oversight of all investments across your organization in one dashboard.
• Multi-Company Integration: Seamlessly manage portfolios across legal entities, business units, or geographies.
• Automated Accounting & Reconciliation: Simplify intercompany transactions and ensure audit-ready records.
• Real-Time Performance Tracking: Monitor returns, risks, and valuations with accurate, up-to-date data.
• Compliance & Governance: Enforce policies, manage permissions, and generate reports aligned with regulatory requirements.

Ideal for

• Holding & investment companies
• Conglomerates with cross-entity portfolios
• Family offices and private equity firms
• Financial service providers managing internal or client-based assets

Why choose Dynamic Netsoft?

• Deep expertise in Microsoft Dynamics 365 Finance
• Tailored solutions for enterprise-grade financial management
• Proven success in deploying ISV apps for complex investment scenarios.

Software features

• Billing
• Financials & Accounting
• Project Management
• Document Management

Download more information