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.
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A Family Office Transformation
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.
Request More Information
If you are interested in the Investment Management tool and or have any general questions or comments, please click the button below to request further information or to share your comments with us.
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