Simplify Your Club, Corporation, and Association Investments for Financial Success
At 1120 Invest, we provide a comprehensive suite of services tailored to meet the unique financial management needs of clubs, corporations, and associations across the nation. With a focus on transparency, compliance, and financial growth, we empower organizations to take control of their investments with confidence.
1120 Invest is the smart solution designed to streamline financial management for clubs, corporations, and associations. Our platform makes it effortless to:
- Integrate Financial Accounts: Gain daily access to critical financial data through seamless API integrations, CSV file downloads, or daily data delivery.
- Receive Expert Guidance: Work with SEC-registered fiduciary investment advisors who provide tailored recommendations and guidance on creating and maintaining Investment Policy Statements (IPS).
- Monitor Investments Daily: Track maturing investments and receive timely recommendations 90 days prior to maturity, ensuring investment instructions are received on time and avoiding idle cash.
- Access Monthly Statements: View and download monthly statements individually or in bulk, offering flexible options for reporting and financial tracking.
We prioritize compliance and transparency, ensuring your organization’s financial success is just a click away. 1120 Invest simplifies complex financial tasks, empowering organizations to achieve their financial goals.
Are you in search of expert guidance to streamline your investment process?
Our team is here to help you navigate the complexities and optimize your financial strategy for long-term success.
Unlock the Full Potential of 1120 Invest Services
- Financial Account Integration: Seamlessly connect accounts for daily access to financial data through API integrations, CSV files, or daily updates.
- Fiduciary Guidance on Investment Policies: Collaborate with SEC-registered advisors to develop and implement customized Investment Policy Statements to align with your financial objectives.
- Customized Investment Plans: Create strategies aligned with your goals, from building reserves to funding projects.
- Compliance Support: Helps to ensure all investments adhere to state laws and governing documents.
- Timely Investment Recommendations: Recommendations are sent 90 days before maturity to ensure timely investment decisions and avoid idle cash.
- Statement Management: Easily access and download monthly statements for streamlined reporting and transparency.
Why Choose 1120 Invest?
- Multi-User Access: Designed for board members, controllers, accounting firms, and other key stakeholders.
- Nationwide Access: Available in all 50 states, with tools to align with state-specific regulations.
- Daily Investment Tracking: Monitor maturing investments and portfolio activity daily. Timely Recommendations: Ensure maturing investments are reinvested on time with recommendations sent 90 days prior to maturity.
- Innovative Technology: A user-friendly platform offering actionable insights and transparency.
Unlock Your Financial Potential with 1120 Invest
Our mission is to empower clubs, corporations, and associations to:
- Safeguard assets.
- Optimize returns.
- Promote financial stability.
- Help to maintain compliance and accountability.
With 1120 Invest, financial operations become simple, transparent, and impactful—helping organizations thrive one investment at a time.
Start your journey with 1120 Invest today!