Holding and investment companies manage multiple entities, portfolios, and reporting needs. With Dynamics 365 for investment companies, you can bring your data together and make informed decisions across all operations. GEM365 helps you set up a system that supports multi-entity accounting, regulatory compliance, and financial clarity, without added complexity.
Key Challenges in Holdings and Investments
Holding and investment companies often manage several entities. This means working with different systems, reports, and data formats. It’s easy for information to get lost or delayed.
Here are a few common issues:
Disconnected systems between entities
Each company or fund may use a different system, making it hard to share data or compare performance.Slow, manual financial reporting
Teams often rely on spreadsheets and emails to prepare reports, which delays decisions and increases errors.Inconsistent handling of intercompany transactions
Without a unified process, reconciling transactions between entities becomes time-consuming and prone to mistakes.Limited visibility into overall performance
Decision-makers can’t easily see how the entire group is performing in real time.Difficulty meeting compliance requirements
Tracking regulations and maintaining audit trails is harder when data is scattered or outdated.Poor collaboration across departments or locations
Teams struggle to share information or documents efficiently, especially across regions or subsidiaries.
GEM365, The Answer To Your Needs
With over 18 years of experience and a 95% customer satisfaction rate, GEM365 is the trusted partner for service-based businesses seeking to optimize their operations with ERP solutions.
Microsoft Solutions for Investment Firms
We offer Microsoft Dynamics 365 and Microsoft 365 solutions built for investment and holding companies
How Microsoft Solutions Benefit Investment Companies
- Unified financial management
- Accurate, timely reporting
- Automated workflows
- Scalable setup
- Simple collaboration between Microsoft apps
Looking to Bring Clarity to Complex Investment Operations?
Optimize your service operations, improve resource management, and enhance client satisfaction with GEM365’s solutions. Whether you’re providing IT services, consulting, or field services, our systems are designed to help your business thrive.