Investment Management

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Gain full transparency into all your assets and investments

Manage your private investment portfolio

Keep track of your equity, debt, or other investments in private companies.

Track purchases and sales

Create transactions that are recorded in your General Ledger that track purchases and sales.

Manage investments in multiple currencies

Record unrealized gains and losses in currency exchange rates.

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Tracking private investments

Gravity Software has users in the private equity space and also Family Office business that have investments in multiple companies. They need to manage their investments and assets to gain control of their portfolio.

 

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“Now, instead of piecing information together from Dynamics GP, I just run a report in Gravity and there it is. It’s much more streamlined. It used to take me a full day to get some of the financial reporting done, and now it just takes me a couple hours.”

Ed Porter, Accounting Manager
Weight Watchers of Maine


More great features you'll love

Multi-Currency

Multi-Currency

Gain full transparency in all your assets and investments.

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Multi-Entity

Easily manage multiple funds, companies, or entities.

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General Ledger

Investment transactions are fully integrated to your General Ledger.

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Resources to power your business

Can you use QuickBooks for multiple entities? While it's technically possible, you're likely to experience a lot of frustration as your organization...

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Get started with Gravity Software today!

schedule a demo with Gravity Software