Investment Management | Sermon Business Solutions

Investment Management


Although Microsoft Dynamics solutions cover the back office and administration operations of most of the
current industries, vertical solutions cover front office specific industry needs stay the optimum solution to
have not only ERP, but a complete solution.

The expectations of investment institution/organizations have been increased dramatically in recent years
as most of companies start realizing that investment can be part of their indirect income –sometimes it is
the prime one- as pre-market direction. Beside that, it becomes needed to have ways to leverage
technologies to increase efficiency and management satisfaction.

Dynamics AX 2012 R2 with new Financial Investment vertical would cover and save required time reaching
those objectives.

Finally, you can choose a solution works the way your business needs. Financial Investment vertical has
been developed to simplify the current of any stock/investment company and to minimize the current
manual work.

What does “Vertical” term mean?

Microsoft Dynamics Solutions contain a built-in development tool (language). We’re using that
development tool to maintain, modify, add and customize any built-in feature, business cycle or a report.
But, when we reach the level of creating a complete module over one of Microsoft Dynamics Solutions
contains a complete set of functionalities and fully integrated with that Dynamics Solution, we call that a

What does AX-based Financial Investment solution mean?

Financial Investment vertical has the ability to be molded to work the way you do while streamlining
processes and improving efficiency across your organization.


  • Increase Management Satisfaction.
  • By analyzing the performance of Financial Investment processes all over all times (such as acquiring new
    Investment, Open contracts and releasing stocks). Improvements can be made to eliminate unnecessary

  • steps and increase investors’ satisfaction.
  • Coordinate the Delivery of Investments.
  • Customized workflows are there to automate any complicated investment approval cycle within the
  • organization the aim to reach last step with channel and traced procedures.
  • Extend Existing IT Investments
  • Existing applications can be integrated and extended by building workflows that can help bridge gaps
    between separate systems and processes, maximizing the value of current IT investments.