Investment Management System | Investment & Deposit Management System
by DevIntelle Consulting Service Pvt.Ltd https://www.devintellecs.com$ 116.69
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
CRM (crm)
• Discuss (mail) • Invoicing (account) • Website (website) • Calendar (calendar) • Contacts (contacts) |
| Lines of code | 3090 |
| Technical Name |
dev_investment_management |
| License | LGPL-3 |
| Website | https://www.devintellecs.com |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
CRM (crm)
• Discuss (mail) • Invoicing (account) • Website (website) • Calendar (calendar) • Contacts (contacts) |
| Lines of code | 3090 |
| Technical Name |
dev_investment_management |
| License | LGPL-3 |
| Website | https://www.devintellecs.com |
Investment Management System
Investment Management System Odoo app is a complete solution for managing
Fixed Deposits, Recurring Deposits, and other investment schemes directly within Odoo.
This app helps organizations handle the entire investment lifecycle—from
investor onboarding to maturity settlement—with accuracy and control.
The app provides a dedicated Investor Web Portal where external investors can
view investment plans, track invested amounts, check interest details, and monitor
maturity schedules in real time. On the internal side, finance and operations teams
can manage investments, calculate interest automatically, generate maturity schedules,
and post entries directly to Odoo Accounting.
This Odoo Investment Management module also includes CRM integration to manage
investor inquiries, leads, and follow-ups, helping businesses convert inquiries into
active investments. Built-in Document Management allows secure storage of
KYC documents, agreements, and compliance files linked to each investor and investment record.
Advanced reports and dashboards provide clear visibility into active investments,
total invested amount, expected returns, upcoming maturities, and overall investment
performance. With strong integration across Accounting, CRM, and Portal, this app
acts as a centralized system for managing investments efficiently in Odoo.
This Investment Management System Odoo app is ideal for NBFCs, finance companies,
investment firms, and enterprises looking to manage investor funds, deposits, and
returns in a structured and reliable way.
FEATURES
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Advanced Dashboard
Interactive dashboard with charts and KPIs showing Total Interest, Invested Amount, Maturity Value, and Average Return Rate. Filter by Date, Partner, or Investment Type.
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Website & Portal Access
Investors can view available plans on the website, submit requests, and manage their active investments from a dedicated portal.
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Document & Checklist Management
Define required proofs (Identity, Address, etc.) for each investment type. Track submission status with automated checklists.
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Automated Calculations
System automatically calculates Interest on Principal, generates Maturity Schedules, and tracks Closing Balances line-by-line.
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Flexible Investment Types
Configure Investment Types with specific Interest Rates (%), Tenures, Interest Modes (Flat/Reducing), and Processing Fees.
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Smart Reporting
Generate PDF reports for Investment Certificates, History, and Analysis. Investors can download these directly from their portal.
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Eligibility & Compliance
Set eligibility criteria (e.g., Min/Max Age, Income) for investment plans and display them to users before they apply.
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Communication Hub
Integrated messaging chatter on every investment record. Send updates, request documents, and log internal notes seamlessly.
Investment Dashboard
Get a complete overview of your organization's investment health. Monitor KPIs like Total Invested Amount, Total Interest Earned, and Avg Return Rate. Visual charts (Bar, Doughnut) help analyze trends over time and portfolio distribution by Investment Type.
Investment Overview & KPIs
The main dashboard view provides instant access to critical financial data. Top KPI cards display aggregated totals for Capital, Interest, and Returns. The date filter allows you to analyze performance over specific periods.
Portfolio Distribution
Visualize your portfolio diversification. The Doughnut chart breaks down investments by type (e.g., Fixed Deposit, Equity, Recurring), helping you understand risk exposure and asset allocation at a glance.
Analysis Charts
Track growth trends with the bar chart analysis. Compare monthly investment inflows and interest accruals to identify seasonal patterns or performance shifts.
Detailed Metrics
Drill down into specifics with the detailed list view key metrics. Sort and filter active investments to identify high-performing assets or those nearing maturity.
Website Investment Plans
Publish your Investment Plans on your website. Visitors can browse different types, view details like Interest Rate, Min/Max Amount, and Tenure. They can submit an application directly online, which leads to lead/pipeline generation in the backend.
Plan Selection Page
Online Application Form
Successful Submission
Lead Automatically Generated
Separated Enquiry Menu for Leads/Pipelines
Investor Portal
Empower your investors with self-service capabilities. Through the secure portal, they can access their Investment History, download Certificates, check Payment Schedules, and view real-time status updates without needing to contact support.
My Investments
Investment List
Investment Details Form
Configuration & Rules
- Interest Payment Modes: Choose from Monthly, At Maturity, or EMI based payouts.
- Recurring Options: Mark types as "Recurring" for periodic deposit schemes.
- Tiered Interest Rates: Define specific Interest Rates (%) based on day ranges (From Day to To Day).
- Accounting Integration: Map specific Investment/Interest Accounts and Journals for automated posting.
- Website & Compliance: Toggle website visibility, set Processing Fees, and link Document Checklist Templates.
Investment Types List
Type Configuration Form
Configuration Type for Website
Investment Management Form
The backend form provides a full view of the investment. Manage the workflow from Draft to Running and Done. View the automatically generated Interest Lines and Maturity Schedule. Communicate via the chatter.
Status-wise Separated Investment Request
Investment Form for Fixed Deposit Type
Generated Journal Entry
Investment Form for Recurring Investment Type
Documents & Eligibility
Ensure compliance by using document checklists. The system tracks whether required proofs (like PAN Card, ID Proof) have been submitted. Eligibility criteria ensure that investors meet specific requirements before investing.
Checklist Template Configuration
Configure Documents Required for Investment Type
Document Submission Status (if required)
Reporting & Analytics
- Investment Analysis: Pivot/Graph view for deep diving into data.
- Investment History: PDF report of an investor's journey.
- Certificates: Printable investment certificates.
Investment Portfolio Analysis (Pivot/Graph)
One-Click Report Generation
Detailed Investment Certificate
Investment History
Version 19.0.1.0
- Initial Release for Odoo 19
- Comprehensive Investment Dashboard
- Portal Integration
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Is this app compatible with Odoo Enterprise?
- Yes, our app works with Odoo Enterprise as well as Community.
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If need of customization in this app, How can i contact ?
- Please contact us on odoo@devintellecs.com
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Do i get free support?
- Yes, you will get free support for 90days.
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Do i get free updates?
- Yes, you will get free updates for lifetime.
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Do i have to buy this module for each version ?
- Yes, you have to buy this module for each version.
Support
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