Mastering Investment Accounting in Dynamics 365 Business Central
In this webinar, we will explore how to effectively manage the entire lifecycle of financial investments directly within Microsoft Dynamics 365 Business Central. We will dive into the N.Progression Investments solution, showing how to automate complex financial instrument accounting including equity, bonds and derivatives.
Reasons to visit the webinar
In this session, we will discuss
- Mastering Investment Masterdata: We will show you the approaches how to organize and manage the investment master data in accounting system.
- Seamless Execution of Financial Transactions. We will show you how to execute acquisitions, disposals, and revaluations with unprecedented speed and precision. See how the system automates month-end interest accruals, and handles market value adjustments.
- Data-Driven Insights & Advanced Analytics: You will learn how to generate analytical reports that provide instant insights into ROI and portfolio performance. Gain a 360-degree view of your financial health with real-time dashboards and automated reporting tools that transform complex data into actionable intelligence.
Our workshop will be interesting for
Our workshop will be interesting for: CFOs, Finance Directors and financial analysts looking for real-time visibility into investment portfolios and liquidity. The webinar will be especially valuable for organizations managing diverse portfolios of debt instruments or securities. This primarily includes investment management firms, brokerage houses, and family offices seeking to automate their back-office operations. You will learn how to reduce operational risks associated with manual data entry, ensure IFRS/GAAP compliance through automated postings, and generate analytical reports that provide instant insights into ROI and portfolio performance.
Speakers
