Equity Investment Management Software

Equity Investment Management Software

A1 Tracker is a web-based business application featuring equity & investment management software. Investment tracking for employee 401k, businesses, commercial and personal investment activity is made easy with a simple general ledger showing account balances, transaction history, and other related information of the account holder. Account holders may be employees, other businesses, or assets.

Investment management software features include automatic scheduled distribution of statements, self-service statement portals, batch data updates, integrations with other systems such as ERP financial software, and financial dashboard analytics. The team at A1 Enterprise tailors A1 Tracker with workflow, portals, notices, and email notifications based on your investment strategy & organizational structure.

Investment administrators have robust tools to customize reports for:

  1. Account holder reports
  2. Management reports
  3. Tax reports
  4. Compliance Reports

Contact us for a free investment management software demo.