Compliant & efficient

Investment Management integrated into SAP

With the growing internationalization of businesses the role of investment management becomes more and more impor­tant.

Cropped shot of two businessmen meeting in the office

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 Download product sheet investment management in SAP

Tasks of investment management

business men looking at tablet

cuContract Shareholding is a contract management tailored to the management of investments. The goal: Increased efficiency of everyday processes.

Manage all corporate investments and articles of association, transactions, shareholders, mandate holders, notarial agreements etc. right from their time of creation.

The specialization of the software solutions in corporate law gives the department the best overview of even the most complex corporate connections, group structures and shares.

The good thing about it: The investment management cuContract Shareholding, which is integrated in SAP systems, helps you act in compliance with policies, control investment portfolios in a value-oriented way and optimize everyday processes.

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

Stefan Heins
Managing Director at valantic

”A company's investment management is often complex and requires a simple structure. This is what we get back from responsible parties constantly. With the specialization of the contract management software company shareholdings and partnership agreements, transactions, shareholders and much more can be transparently managed. “

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cuContract Shareholding at a glance

  • All business information at a glance
  • Mandates and shareholdings management
  • Interactive representation of shareholding relations and business name changes
  • Digital, process oriented shareholding record
  • Full-text search and versions management
  • Automated creation of documents and tables
  • Appointment and deadline monitoring
  • Task creation and distribution
  • Integration with MS Outlook
  • Approval and release functions as workflow or ad hoc
  • Risk management, spend analysis, simulations and much more
  • 100% integrated in SAP and Microsoft applications
  • The right interface for everyone user – SAP system, web, app
SAP Certified Integration with RISE with SAP S/4HANA Cloud

Technical aspects & SAP certificate 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. The software ist certified with “SAP Certified – Integration with RISE with SAP S/4HANA Cloud“.

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 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