Investment Fund Tracking - TechRepublic
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March 3, 2020 at 11:00 PM
dcal1984

Investment Fund Tracking

by dcal1984 . Updated 6 years, 1 month ago

Looking for recommendations:

I am joining an investment group that funds settled slip & fall cases. The individual investor wires money in various directions once a contract is agreed upon, but we do not have a good way to track funds by investor today. Frustrating, I know.

At this point, it is 1-2 people managing a spreadsheet for our investors and I’m looking for an out of the box solution to consider that might provide tracking and visibility to each member.

In my mind, something engineered for supply chain could work, but may have myriad unnecessary modules.

Thoughts?

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