Empower your investment and asset management firm with Dynamics 365 Business Central ERP to streamline portfolio management, financial reporting, HR, procurement and compliance processes.
Whether you manage real estate assets, securities, or diverse investment portfolios our ERP delivers end-to-end automation, real-time insights, and seamless integration with financial tools and payment systems.
Trusted by reputable NGOs across Africa.
Trusted by reputable NGOs across Africa.
Scroll to see more SACCOs
Trusted by reputable NGOs across Africa.
Streamline Departmental Processes.
Gain a unified view of all your investments with tools to monitor, analyze, and optimize portfolio performance. Track returns, assess risk exposure, and automate rebalancing and reporting to ensure your investment strategies align with business goals and regulatory requirements.
Effectively manage the entire lifecycle of your physical and financial assets, from acquisition and valuation to depreciation and disposal. Our ERP automates asset tracking, ensuring accuracy in reporting, compliance with accounting standards, and maximized asset utilization.
Automate accounting, budgeting, and financial reporting with full compliance through e-TIMS integration. Track expenses, revenues, and investment returns in real time while simplifying tax submissions, ensuring accuracy, and maintaining transparency across all transactions.
Streamline procurement for investment operations, services and equipment. Automate supplier evaluation, contract management and purchase orders to ensure cost control, timely acquisitions, and regulatory compliance.
Manage workforce recruitment, performance and payroll efficiently.
From onboarding fund managers to automating payroll and performance reviews, our ERP ensures labor law compliance while freeing HR teams to focus on talent development and productivity.
Stay ahead of regulatory obligations with automated compliance tracking and risk assessment tools. Monitor internal controls, ensure adherence to local and international financial regulations, and generate audit-ready reports with ease.
Enhance communication and transparency with your investors through integrated IRM tools. Track investor profiles, manage communication history, share portfolio performance updates, and provide personalized investment insights, all within one system.
Simplify fund inflows and outflows with integrated payment gateways and banking systems. Automate reconciliations, manage online transactions securely, and ensure smooth payment processing for subscriptions, disbursements, and fees.
Securely manage key documents such as investment contracts, financial statements, compliance reports and audit files, in a centralized, easily retrievable system.
Integration across modules ensures data consistency, secure storage and simplified document workflows.
Leverage real-time analytics to assess investment performance, forecast trends and optimize returns.
Custom dashboards provide visibility into KPIs such as ROI, portfolio diversification and liquidity ratios, empowering you to make informed decisions.
Plan confidently with integrated budgeting and forecasting tools. Model financial scenarios, project cash flows and align investment strategies with market dynamics and organizational goals.
Seamlessly integrate Microsoft Dynamics 365 Business Central with your existing CRM, trading and financial systems. Our ERP provides automated data synchronization across departments, improving collaboration, accuracy and decision-making efficiency.
Integration to Microsoft tools & Other Systems
- Seamlessly integrate with Microsoft Outlook for email communication.
- Enhance collaboration with integration with Office and Teams.
- Access Dynamics 365 Business Central data directly within familiar Microsoft applications.
- Boost productivity by eliminating data silos.
Executive Dashboard
A powerful tool designed dashboard to provide executives with a comprehensive and real-time view of key business metrics. From sales performance and operational efficiency to costs and financial insights, it consolidates data from across your organization into intuitive visualizations and actionable insights.
Track KPIs, monitor trends, and identify opportunities or challenges at a glance, empowering you to make informed decisions quickly and effectively.
HOW WE WORK
Our Simple Process To Implement Your NGO ERP.
Understanding Your Needs
We will discuss with you to understand the challenges facing your organization and your goals.
System Demo
We will then conduct a practical and interactive demo of our system, to show you how you can solve the challenges and achieve the company’s objectives using the solution.
Customization & Implementation
After you are fully convinced that we are your best partners and approved by relevant parties, we will start the implementation process.Â
Training & Support
Your team will be trained on how to use the system to efficiently acomplish their tasks.
From here, we will also start giving you the full technical support.
Why Work With Us
- We customize Microsoft Dynamics 365 Business Central ERP to meet the specific needs of investment and asset management firms, ensuring it aligns with your operational and regulatory requirements.
- With in-depth knowledge of financial and investment processes, we deliver solutions that simplify portfolio management, enhance compliance, and boost overall performance.
- From deployment to continuous support and staff training, our team ensures seamless ERP adoption and maximum ROI.
- Whether you manage a boutique investment firm or a large diversified portfolio, our ERP scales with your growth, adapting to new asset classes, markets, and operational demands.