Investment management is a
Great
Business...
If
your Investment Systems are Working
Investment Systems Company is a software company that offers integrated portfolio management and accounting systems that make in-house processing of investment management data cost effective, efficient and reliable. For over 20 years Investment Systems Company has been satisfying clients' investment management needs.
Contact Us
P: (440) 247-2865
E: info@investmentsystems.com
Ronni Bialosky, President
37840 Jackson Road
Moreland Hills, OH 44022
E: info@investmentsystems.com
Ronni Bialosky, President
37840 Jackson Road
Moreland Hills, OH 44022
  |
PortfolioAccounting The Portfolio Accounting System provides investment advisory firms, banks, financial institutions, mutual funds, housing authorities and family offices with full record keeping functions for investment portfolios. Product Overview |
|
ShareholderAccounting This accounting system is a transfer agent system for no-load mutual funds. Shareholder accounting has never been easier to manage. Product Overview |
 |
 |
BondsPayable The Bonds Payable System, used by entities issuing bonds, is a back-office application that tracks the debt service of fixed income securities from issuance to maturity. Product Overview |
Management Company or Family Office and you are looking for:
-
Customizable Solutions
Account aggregation
Control your own data
Dependable customer service
Industry knowledge
System reliability
NEW - Software offered in SaaS environment
has the right solutions
