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Ahmedabad, December 27-30, 2007 - 

eSoftCircle introduces FINANCIAL PLANNING for its flagship Asset Management Software product at MONEY SHOW


At MONEY SHOW during December 27-30, 2007 organized by Business India, eSoftCircle introduced financial planning capabilities to its Integrated Portfolio Management (IPM) software product. Beyond portfolio management, this new addition to IPM product from eSoftCircle allows large-scale users to offer financial planning services to their high net-worth clients.

With addition of Financial Planning, IPM has now become a unique 3-in-1 Asset Management software product. This multi-user software apart from portfolio management now caters to the needs of planning financial future of your clients earlier generally privy to high end clients only. Further, using built-in accounting, the users can maintain not only theirs but also their clients' accounting offering them additional services.

By using IPM advisor product, financial and investment advisors, brokerage firms and AMCs can now offer additional revenue generating services such as financial planning and accounting.

IPM is available to run on either internet (web) or intra-net environment as per client requirements allowing them to reach and serve to their far-away clients including NRIs and NRGs. The product offers configurable customizations for user access and flexible accounting depending on the clients' requirements.

Advisor version of IPM allows an excellent opportunity to financial planners and chartered accountants in evaluating, systematizing and thoroughly managing their clients' financial future.


About eSoftCircle

eSoftCircle is a software solutions and Business Process Outsourcing (BPO) company. It develops software products and delivers Information Technology solutions and services in the domain of Investment, accounting and tax. It has developed software products for investment management (IPM) and knowledge management (ETERNAL). It provides complete solution for Knowledge Management (KM) including KM training, strategy development and KM software deployment for corporations. In outsourcing area, it provides year-round accounting, transaction processing and tax preparation services.

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