ERP:  Sage 300 |  MODULE:  GL, IC  |  INDUSTRY:  Investment

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.

Reduce Data Entry Errors  Increase Efficiency  


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.

By implementing this tool we have fully automated our investment portfolio. BAASS was a tremendous resource throughout this transition.

Software Requirements
  • Sage 300 (GL, IC) Supported Version


  • Custom investment management fully integrated to ERP
  • Tracks all required information related to investment
  • Generates trends reports


  • No manual data tracking required
  • All data in ERP

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.

More Information Pricing & Implementation Request  


Bharti Meisuria

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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