Dli Investment Crm

Project name
Dli Investment Crm
Project Type
CRM, Analytics
Closed Source
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Dli Investment Crm

DLI Investment CRM, developed by Anomoz Softwares, is a comprehensive and versatile tool tailored to meet the diverse needs of investment firms, financial institutions, and individuals seeking to streamline their investment management processes. At its core, DLI Investment CRM offers a suite of essential modules designed to enhance the efficiency, accuracy, and effectiveness of investment management. These core modules include Home, Upcoming Dividends, Investment, Options, Bank Accounts, Transactions, and Users.

The Home module serves as the central hub, providing an intuitive and real-time overview of the investment portfolio. This module empowers users with a snapshot of the most critical data, such as portfolio performance, asset allocation, and the latest market trends. It acts as a control center, allowing for quick access to other modules and data without unnecessary navigation, ensuring a seamless user experience from the moment of login.

The Upcoming Dividends module is a vital component, particularly for income-focused investors and institutions. It offers a forward-looking perspective by displaying dividend and interest payment schedules. Users can efficiently track dividend payment dates, set reminders, and plan their cash flow effectively, optimizing their investment decisions and ensuring they never miss a critical income event.

The Investment module caters to a wide array of investment types, from equities to fixed income, real estate, and more. Users can manage their portfolios, perform trade executions, and conduct thorough analyses of their investments, all within a user-friendly interface. Real-time data feeds and advanced analytics tools enable users to make well-informed investment decisions based on the latest market insights and portfolio performance.

The Options module offers flexibility and versatility in managing derivative positions and strategies. Users can monitor options contracts, execute trades, and assess the impact of options positions on their portfolios. This module is particularly valuable for sophisticated investors looking to manage risk and enhance investment returns through options trading.

The Bank Accounts module simplifies the tracking of various financial accounts and ensures seamless integration with the broader investment portfolio. Users can link their bank accounts, view balances, and track transactions, making it easier to manage cash flows and reconcile account activity with investment data.

The Transactions module is a pivotal element that streamlines trade execution, record-keeping, and reconciliation processes. Users can initiate, track, and settle transactions with ease. This module ensures data accuracy, compliance with regulatory requirements, and efficient record-keeping for audit and reporting purposes.

The Users module provides user management and access control features, enabling administrators to assign roles and permissions to various team members. This feature ensures that sensitive data is protected and that individuals have access only to the information and functions necessary for their roles within the investment firm.

In summary, DLI Investment CRM is a comprehensive and multifaceted platform that offers a rich array of features and modules to cater to the specific needs of investment professionals and organizations. From providing a real-time snapshot of portfolios and dividend schedules to facilitating complex investment strategies and options trading, this CRM system empowers users to make informed, data-driven decisions and enhance their investment management processes. By integrating all these functionalities into a unified interface, DLI Investment CRM is a powerful tool that can significantly improve investment management efficiency, reduce operational risks, and drive better financial outcomes for investors and firms alike.

Email: admin@portal.com
Password: 123


 Dli  Investment  Crm - Anomoz Softwares

 Dli  Investment  Crm - Anomoz Softwares

Modules Description


Interested in having your project built by us? Here is the workflow we usually follow.

Discuss requirements

Once you have a rough sketch of your project requirements in your mind, our team will have a meeting with you to discuss your project requirements in detail.

Sprint Plan

After the requirements are discussed, we will draft a sprint plan which will have all the features planned out for each sprint, along will the approximate budget required for the project.

Project Start

We are ready to start on the project now! During the project development, we will be working alongside with you and providing you regular updates so that your project is built to your needs.


Once the project is built, our team will perform rigorous testing on the system for any bugs.

Project Completion

Now that the project is complete, we are ready to proceed to the next and final step.


For the final step, the project will be deployed to the live server so that you and your customers can starting using your newly built solution

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