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Investment Management Integration

  • Jan 14, 2025 5:42 PM UTC
  • 3 replies
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  • Anonymous

Hi Community! 

 

Is anyone aware of an investment or portfolio management software that can integrate with Acumatica and/or come up with a solution to support an investment management company on Acumatica? I did not find any integrations of this type on the Acumatica Marketplace.

 

Thanks!

    3 replies

    tomfahres51
    Freshman II
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    • tomfahres51
    • Freshman II
    • Apr 8, 2025 5:05 PM UTC

    Hello Robin,  

     

    I would suggest you talk to David and his team re: https://icancloudapps.com/investment-assets-for-acumatica/

     

    This is fairly new, and not on the Acumatica Marketplace, but Mr. Eichner has been a significant contributor to the Acumatica space for 10+ years now.

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      • Anonymous
      • Apr 23, 2025 1:33 PM UTC

      Thank you!

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      Proxsoft
      Freshman I
      • Proxsoft
      • Freshman I
      • Apr 23, 2025 7:05 PM UTC

      Hi ​@RobinVanVranken17 : Yes, there are multiple custom options. Please share your use case so that I can recommend the best solution. 

       

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