I am an investor and I have clients for whom I invest. We share profits in different ratios with different clients. They invest money and we agree to share 50:50 or 60:40 with other client or 20:80 with yet another client. I also have my own account in which all profits are mine.
Is ERPNext good for this kind of equity investment company? If yes how should I go about it. Please guide me. Thanks
I wanted to jump in on this thread because it’s such an interesting topic! I’ve recently started exploring ERPNext for managing my trading activities, and while I’m still getting the hang of it, I can definitely see its potential for portfolio management and client profit sharing. I actually manage a few portfolios myself, with clients on different profit-sharing ratios, similar to what you mentioned (50:50, 60:40).
ERPNext seems like a solid option for tracking those percentages and automating the reporting process. Also, not sure if you’ve heard of Apex Trader Funding, but they’ve got a pretty good deal going on—Upto 92% OFF Apex Trader Funding Coupon Code. You might find the Apex Trader Funding Discount Code useful for funding strategies! If you’re looking into expanding, check it out.