Biztimize Investment Portfolio Management provides treasury and CFO teams with a structured register of the organisation's investments and a live dashboard to monitor performance, maturity, and returns.
What You Can Do
- Record every investment instrument — fixed deposits, mutual funds, bonds, equities, and real estate holdings — in a single register.
- Track principal, current value, maturity date, and expected return for each position.
- View an interactive portfolio dashboard showing allocation by asset class, sector, and currency.
- Set maturity alerts so the finance team is notified well in advance of instrument expiry for reinvestment decisions.
- Control access with Investment Viewer and Investment Manager roles — viewers see the dashboard; managers create and edit positions.