Whether you just invest in certificates or you have complex investments, you can manage your complete investment portfolio with Sharetec's investment program. With Sharetec, you get the tools you need for smarter, simpler investor management. By bringing all of your important financial information together in one place, Sharetec helps you more efficiently optimize your investment portfolio.
All those terms that throw others for a loop are terms Sharetec understands. Investor groups, investment types, premiums, discounts, purchased interest, accrued interest, call dates, maturity dates, coupon rates, yields, interest payments, and other terms can be intimidating, but not for Sharetec - it handles it all.
The best part is that since the investment program is so tightly integrated with Sharetec's general ledger, you service your investments completely from within the investment program without ever going into the GL.