The investment module of swift cloud ERP enables investment firms manage investments of their customers. They can create different investment plans, create customers' profile, add customers' subscription and allow swift cloud ERP calculate the repayment plan based on the tenure as well as update the balance payable as repayment is made.

For investment companies, efficient management of investment plans, client subscriptions, and repayment schedules is crucial for maintaining financial stability and client satisfaction. Swift Cloud ERP offers a tailored solution with its Investment module, empowering investment firms to streamline investment management processes. Additionally, Swift Cloud ERP provides comprehensive modules for HR, payroll, sales lead management, accounting, inventory control, and budgeting, ensuring holistic financial management and operational efficiency.

Investment plan allows you to create all your investments, to enable you manage and control all your investments plan.

Investment plan also allows you to consider your financial goals, risk tolerance, and time horizon.

To create an investment plan, click on investment and click on create new and enter all details required.

Investment payment plan enables you to generate all payments schedule for clients within a specific month and year.

It allows you to see the amount paid, the date it was paid and balance yet to be paid