Carrotsuite automated investment management that manages investors end to end

Carrotsuite Digital investment management offers automated, data-driven and customized investment strategies. It also provides investors with portals to monitor their investments in real-time.

Investment Product

Adding investment products with investment plans and having a digital list. Managing a digital investment product entails overseeing its performance, updating relevant information, and making strategic adjustments based on Return on investment, maturity date, market trends and investors feedback.

Investment invoice

Manage investment invoices with receipts that carry the full details of investors, investment plans, slot taken, amount invested, return on investment, and amount to be paid. Investment invoices can be sent to investors via email, sms or checked through individual portals.

Upcoming returns

In the phase of managing a large number of investors, Carrotsuite helps you to filter out upcoming returns to be paid with the full details of the investment package.

Return schedule

Carrotsuite auto track return schedule of all investors and give accurate data of the amount invested, return amount, return date and return status if paid no unpaid.

Rollover investment

You can digitally rollover an investment with the option to withdraw your return on investment and rollover the capital or to roll over the total amount available. With this feature, you can easily start an investment again instead of recreating it.

Terminate Investment

Carrotsuite allows digital termination of active investment when the need arises. Investors can decide to channel their investment to another package or choose to discontinue their investments entirely, in these or similar scenarios, Carrotsuite allows you to terminate such investment so that it will not keep on accumulating ROI.

INVENTORY DOESN'T HAVE TO BE BORING

Carrotsuite is cloud inventory software to enhance efficiency, transparency, spend control

Create transfer order and wait for approval

Auto notification to approver(s) to either approve or reject.

stock out goods from source location as quantity reduces from source location.

Stock in goods to target location as quantity increases on target location.

Track account posting of goods in transit and incoming stock with the accurate credit and debit sides.

See our software in action.

See carrotsuite in action when you book a personal walkthrough with one of our product experts.

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