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Investment Management Integration

  • January 14, 2025
  • 3 replies
  • 83 views
RobinVanVranken17
Freshman I

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
    • April 8, 2025

    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.

    RobinVanVranken17
    Chris Hackett
    RobinVanVranken17
    Freshman I

    Thank you!

    Proxsoft
    Freshman I
    • Proxsoft
    • Freshman I
    • April 23, 2025

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

     

    RobinVanVranken17
    Chris Hackett
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