The Investment Management solution will allow you to import the investments in Sage and track all required information with each one of them. You are also able to import the transactions on a daily basis - purchases, sales, gains etc. and generate reports to review the investment growth.
BAASS has had the experience to transform manual and excel based Family Investment Office clients to fully automated environment. With these clients, our team has learnt the terminology and the specific details on reporting requirements as per the ownership structure.
BAASS has implemented Sage 300 and custom solutions for the Family offices and supported them for over 15 years. BAASS continues to work closely with these clients as they grow and assist to support the changing investment institution requirements and regulations.
Development Team & Management Consulting Practice Leader - Bharti brings a diversified experience in HR applications, CRM, and ERP with a strong focus on custom software design and development. In addition to her broad technical background, Bharti also has experience working internationally and has the ability to provide clients with immense planning, and project management support.
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