Enterprise Investment Portfolio Management Software for Microsoft Dynamics 365

Dynamic Netsoft offers a robust Investment Portfolio Management solution built for Microsoft Dynamics 365, enabling finance leaders to manage multi-company and multi-currency portfolios efficiently. The software supports equities, fixed income, and mutual funds, with automated valuation, real-time reporting, intercompany reconciliation, and integrated treasury workflows. By centralizing investment operations in Dynamics 365, organizations reduce spreadsheet risk, improve compliance, and gain CFO-level visibility into portfolio performance.

https://dnetsoft.com/investment-portfolio-management-software-dynamics