Investment Management

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.


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.

HubSpot Video



“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



Gain full transparency in all your assets and investments.

Learn More


Easily manage multiple funds, companies, or entities.

Learn More

General Ledger

Investment transactions are fully integrated to your General Ledger.

Learn More

Resources to power your business

Is your business getting too big for QuickBooks? When your business starts to grow it can easily become too complex for an entry level accounting...


Small business leaders are always dealing with two challenges above all others: not enough time and not enough resources. Trying to keep multiple...


Every growing business reaches a point where they need to upgrade from basic, entry-level accounting software to a more robust system. But even when...


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