“In this environment, a solution that can help reduce the stress and workload of our back-office team greatly benefits our business. We feel that the integration between Investran Accounting and Investran CRM is great in that it will allow our front-office teams quicker access to accurate underlying accounting data, that will help them more efficiently interact with our clients, without putting a burden on our operations team.”
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Front-to-Back Solutions for Investment Executives, Investor Relations, Portfolio Monitoring Teams, & Accounting Professionals The only constants in today's financial markets are that of change, challenge and complexity. In real estate, challenge has bred opportunity with many new assets to invest and benefit. Investran is an integrated software suite that simplifies the workflow associated to real estate project and fund investing, facilitating each step of the investment lifecycle from fundraising to project due diligence/evaluation to ongoing portfolio monitoring. The integrated front- to back-office solution contains a true general ledger at its core that physically stores all of a firm’s investment and cash flow activity, empowering users with the accuracy of information, transparency into data and holdings, and foresight they need to proactively adapt investment strategies. Investran gives Real Estate Professionals ranging from Investment Executives, to Investor Relations to Back-Office Operations and Accountants, real-time access to investor, investment and fund information -- transactional data that feeds capital accounts, schedules of investments and portfolio return. Utilizing Investran, Real Estate Professsionals can go beyond these measures, tracking and reconciling investments down to the investor- and security-level and providing valuable figures such as exposure to geographic and property-type concentrations, property details and security types. The powerful combination of data and foresight helps further optimize productivity, while effectively attracting, servicing and growing client relationships. The Investran Accounting, CRM and SunGard DX products work in harmony to connect front- and back-office processes providing customizable deal flow and investor relations capabilities. Moreover, the truly integrated suite eliminates the need for disparate systems and redundant data transfer, further enhancing efficiency, reducing operational cost and mitigating risk. Key Features & Benefits: - Generate IRR’s, directly reconcilable from the General Ledger
- Measure exposure based on geographical concentration or property-type concentration
- Track total commitments vs. total fundings
- Analyze future liquidity requirements based on different scenarios
- Leverage real-time accounting data to produce on-demand performance reports
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