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Ahmedabad, January 4-7, 2007 - 

eSoftCircle launches Integrated Portfolio Management (IPM) software at MONEY SHOW


At MONEY SHOW during January 4-7, 2007 organized by Business India, eSoftCircle launched Integrated Portfolio Management (IPM) software with overwhelming response. This new product from eSoftCircle allows to manage various investments to financial planners, high net-worth people and individual investors alike.

This multi-user software is designed to handle unlimited investment brokerage accounts under single software to wide spectrum of users ranging from financial managers, relationship managers, investment advisors, brokers/sub-brokers, large portfolio holders to HNIs and more.

The segments it covers are stocks / equities, futures and options, mutual funds, bank/cash etc. Many functions it supports are portfolio management, broker accounting, cash management etc.

Automatic handling of corporate announcements / events, auto import of transactions, and online price updates make it significant time saver for light and heavy users alike.

Advisor version of IPM allows handling all client groups' investment portfolios providing an excellent opportunity to financial planners and chartered accountants to stay up-to-date on daily basis with all investments made on behalf of their clients.

Most importantly, it comes with extensive reporting on money management, capital gain calculations, portfolio growth, taxation, various activities and brokers' and chartered accountant's reports as per AIMR standards. Various advisory reports help users avoid ill-timed sell and expensive mistakes, and further help make intelligent and informed decisions based on underlying time sensitivity and tax situation.


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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Money Show - Learn wealth creation and its management!

Presenting IPM Demo

IPM Booth at Money Show