Compliant & efficient

Investment
Management
integrated into SAP

triad: three circles with pictures of smiling business people looking at tablet & two screens with financial histories | Investment Management in SAP

With the growing internationalization of businesses the role of investment management becomes more and more impor­tant. Whereas in the past it was sufficient in investment controlling to mainly focus on the consolidation of subsidiaries in the balance sheets, today the following aspects are essential for investment management:

  1. Compliance with regulations
  2. Value-oriented controlling of invest­ment portfolios
  3. Increase in efficiency of everyday pro­cesses

cuContract Shareholding for the policy-compliant investment management covers all these different aspects with little effort.

Mockup product sheet: investment management in SAP
Product sheet: Investment Management in SAP

With the SAP integrated investment management cuContract Shareholding you act in compliance with policies, control investment portfolios in a value-oriented way and optimize everyday processes.

Download product sheet investment management in SAP

Content

Tasks of investment management

These are your benefits of investment management

  • Reduce strain on department staff
  • All investments and relations at a glance
  • Traceability of developments over years
  • Easily verifiable financial information
  • Audit-proof and compliant
  • Automated document and Excel creation
  • 100% integrated in SAP and Microsoft systems

Technical aspects & SAP certificates of the investment management

The digital investment management cuContract Shareholding is available in two versions, for SAP ERP and SAP S/4HANA. Whatever system your company prefers to work with, the solution will integrate seamlessly. This is also confirmed by the certifications ‘SAP Certified – Powered by SAP NetWeaver’ and ‘SAP Certified – Integration with SAP S/4HANA.’

SAP certificate of NetWeaver and S/4HANA

Project plan for the implementation of cuContract Shareholding

The implementation of the investment management software cuContract Shareholding follows clearly defined and customized project steps.

During a first kickoff meeting with valantic experts the project gets structured. This is followed by installation and setup of the standard software. In workshops the individual needs of the users are identified and described in a written concept, followed by an individual customizing by valantic. Key users are trained and introduced to all functions of the software, even before the digital investment management goes live.

Our experts will be available at all time for technical support or questions and can also make adjustments and extensions if the users’ needs change.

valantic project plan as a roadmap
Mockup product sheet: investment management in SAP
Product sheet: Investment Management in SAP

With the SAP integrated investment management cuContract Shareholding you act in compliance with policies, control investment portfolios in a value-oriented way and optimize everyday processes.

Download product sheet investment management in SAP

Your contact for questions about investment management in SAP

Portrait of Stefan Heins, Managing Director at valantic Enterprise Solutions GmbH

Stefan Heins

Managing Director
valantic Enterprise Solutions GmbH