Investment Management for Odoo | Fixed Deposit and Recurring Deposit Tracking
by DevIntelle Consulting Service Pvt.Ltd https://www.devintellecs.com$ 89.97
Investment Management Odoo App
Investment Management Odoo App runs investment schemes from the first enquiry to final payout.
Set up your plans, such as fixed and recurring deposits, with their interest rate, term and
rules, then take each investor request from draft through approval to an active, maturing
investment. The interest and the payout schedule are worked out for you, line by line.
Investors apply from your website, upload the documents each plan requires, and follow their
money from a portal that shows the plan, the schedule and the maturity value. Your team checks
eligibility, reviews the document checklist, and registers payouts as they fall due, all from
one investment record.
A dashboard tracks invested amount, interest and returns, and printable statements plus history
and analysis reports keep everyone informed. It suits finance teams, investment firms and
cooperatives that manage deposits and interest-bearing schemes in Odoo.
FEATURES
Investment Plans and Rates
Set up plans such as fixed and recurring deposits with their interest rate slabs, tenure and payout mode (monthly, at maturity or EMI).
Requests to Maturity
Take each investor request from draft through approval to a running, then matured investment, with an automatic reference number.
Interest and Payout Schedule
The interest and full payout schedule are worked out for you, line by line, with dates, amounts and running balances.
Payout Posting to Accounts
Register a payout from a simple screen and the matching journal entry is posted to your accounts on its own.
Document Checklist
Define the proofs each plan needs and track them per investor; an investment cannot be confirmed until its checklist is complete.
Website Investment Plans
Show your plans online with rate, tenure and eligibility notes, and let visitors send an enquiry that becomes a lead.
Investor Portal
Investors sign in to see their investments, follow the payout schedule and download a statement, without calling your team.
Investor and Lead Records
Flag partners as investors with their PAN and nominee details, and turn a website enquiry into an investment in one click.
Dashboard and Analysis
A dashboard tracks invested amount, interest and returns with charts and filters, backed by a pivot analysis of your investments.
Statements and Reports
Print a per-investment statement and a history report to review activity by investor, plan or date.
Automatic Reminders
Scheduled emails remind investors of upcoming payments and maturities, and investments are marked matured when their term ends.
Multi-language support
Available in French. The interface labels, buttons, and messages switch automatically to match the user's preferred Odoo language.
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
Give your investors self-service access. Through the secure portal, they can view their investment history, download a statement, check the payment schedule, and see 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 1.0
- Initial Release
- 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.
-
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
Why Us?
Devintelle Odoo Services
Connect Us
| 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 | 3351 |
| Technical Name |
dev_investment_management |
| License | LGPL-3 |
| Website | https://www.devintellecs.com |
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Saludos.compre la versión 19. peeroo occupo la 18. Que hago.