Why choose Gravity Software for Investment Management
Gravity Software’s Investment Management module seamlessly integrated into Gravity’s Multi-Entity Accounting Software, which is built natively on the Microsoft Power Platform. This full integration ensures that investment tracking and reporting are embedded within your broader financial management system, allowing for greater efficiency, accuracy, and streamlined workflows across your entire organization.
Whether you're in Private Equity, Family Offices, Real Estate, or managing multiple subsidiaries, Gravity Software offers a unified solution to meet all your investment management needs. Below, we highlight how different types of businesses can benefit from Gravity’s powerful features.
For Family Offices
Gravity Software is the ideal solution for Family Offices managing diverse portfolios across multiple entities. Easily track investments in equity, debt, real estate, and other asset types, while ensuring consolidated financial reporting. With features like multi-currency support and real-time reporting, Family Offices can gain complete visibility into the performance of their investments.
For Private Equity Firms
Private Equity firms can take advantage of Gravity Software’s ability to manage complex portfolios of multiple investments across various funds and portfolio companies. With customizable reporting and bulk revaluation tools, Gravity helps ensure that each investment is accurately tracked, from purchase to exit.
"Gravity Software has made our accounting processes so much more efficient. My team used to spend hours on data entry and Excel queries, but now with Gravity, we’ve automated so many tasks. The bulk edit feature and multi-currency tracking have been game-changers, saving us significant time and effort. The integration of our investment ledger with financial accounts has simplified our processes, and we can now manage all our investments in one place with greater accuracy."
— Amy Perkin, CFO at Brandon Capital
Read the full case study to see how Gravity Software helped Brandon Capital transform their accounting operations.
For Holding Companies
Holding companies that oversee multiple subsidiaries or assets across different entities can significantly benefit from Gravity Software’s multi-entity accounting capabilities. Leverage the software to track investments at the individual entity level, consolidate financial reports across all holdings, and maintain a comprehensive, unified financial view. This centralized approach ensures accurate decision-making and streamlined financial management across your entire portfolio.
For Real Estate Companies
Real estate investors and managers can utilize Gravity Software to track their real estate assets, including land, commercial property, and development projects, alongside other financial investments. Easily perform market revaluations for properties, ensuring that your portfolio values are always up-to-date and reflective of market changes.
Ready to streamline your investment management?
No matter your industry, Gravity Software offers a unified, fully integrated solution to track and report on your investments. Schedule a demo today to explore how our Investment Management module can optimize your workflow, enhance reporting, and simplify financial management across your entire organization.
