Integrated Portfolio Management – Wealth Management Software

Easy to use Wealth Management software for Securities / Brokerage Firms, Financial Advisors, HNIs and Investors of all size.

•   Browser-based management from anywhere anytime
•   Branded interface for Advisor clients
•   Flexibly manage B2B and B2C channels
•   Reduce customer servicing costs
•   Built for any size brokerage firm/investor
•   Available in three versions based on business needs
•   Easy administration and control

Today's investor is pampered with investing into many assets. To fully benefit from the convenience of investing through various online / offline accounts for your family or your clients require great planning and prudence. In addition, a ton of investment information lies on the internet which one needs to stay in touch with.

Considering all these facts and needs of investing community, eSoftCircle has developed an Integrated Portfolio Management (IPM) software to manage your / your clients' wealth, investment assets and investment channels. For financial and investment advisors to serve to their large client base, IPM offers a 3-in-1 Wealth Management capabilities -

•  Financial Planning
•  Portfolio Management and
•  Accounting

With unlimited number of brokerage accounts, demat accounts, bank accounts whether for yourself or on behalf of your clients, IPM is designed to manage diversified investment assets under single software system. It is designed for three categories of users -

1.  Personal
2.  Premium
3.  Advisor

IPM is 3-in-1 portfolio management, financial accounting and financial planning software. It generates unmatched and more than 100's of reports for money management, tax, chartered accountants, and more covering investors' all reporting and regulatory requirements for complete visibility. Various advisory reports help users to avoid ill-timed sell and expensive mistakes. Thus, it further helps them make informed and intelligent decisions based on underlying time sensitivity and tax situation.