BAASS Investment Management

 

A fully automated solution for Family Investment Offices to import, track, and report on investments and transactions.

 
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Centralized Investment Tracking and Reporting Inside your ERP

 

BAASS Investment Management is purpose-built for Family Investment Offices that need accurate, centralized visibility into their investment portfolios. The solution enables you to import and manage investment data directly within your ERP environment, eliminating spreadsheets and manual tracking. By consolidating investment information in Sage, your team gains reliable reporting, improved oversight, and the operational efficiency required to manage complex portfolios with confidence.

 
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Key Features

 
 
 

Comprehensive Investment Tracking

Capture and maintain all required investment details in Sage without relying on manual data entry or external tracking tools.

 

Fully Integrated with your ERP

Custom investment management functionality is seamlessly integrated with your ERP system, ensuring data consistency and financial accuracy.

 

Trend and Performance Reporting

Generate trend reports and historical views to analyze performance, monitor changes, and support informed investment decisions.

 
BAASS Investment Management - Key Feature

Why Choose Investment Management

 
 

Looking for Something More Customized?

 

We Build Tools Around Your Business

 

Not every business runs the same way. If you have specific fields, reporting formats, or validation needs, our team can build a custom version of this tool just for you.

 

 
Request a Custom Solution