Financial Services

Progressive has worked with entities in the financial services area since its inception. The Government and industry reporting requirements for the financial services industry require a robust accounting system. Microsoft Dynamics software provides the audit and reporting features that the financial services industry requires.

Microsoft Dynamics SL and Microsoft Dynamics GP both offer a flexible and easy to use accounting structure as well as excellent security and accounting controls. The ability to import financial and fund data as well as export data for Yellow Book and other reporting, makes the Dynamics system the best product to meet the needs of the financial services industry.

Financial reporting within Dynamics is flexible and easy to use. Monthly financial reports can be generated by batch or individually. Reports can be exported to Excel and other Microsoft products for further data analysis.

Dynamics is currently being used by financial services entities in the following areas:

Insurance

Banking

Investment Management

Hedge funds

Credit and Loan Management

Investment and Charitable Foundations

In addition to the standard Dynamics Modules, Progressive has developed additional modules to integrate and provide additional capabilities within the accounting system. These include:

Fixed Assets

Loan Management System

Investment Management System

Yellow Book Interface

Trust Fund Tracking

Escrow Tracking

Terrorist Tracking

PSS MICR Check and Deposit

Module Monitor

Stock Register

Collateral Tracking

Contact Progressive to find out how the Dynamics Product line can increase your capabilities for a fraction of the cost of other systems.

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