What can you do?
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Financial Planning
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Portfolio Management
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Accounting
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Execute your role as a financial health advisor. Client goal achievement with financial diagnostics. Review & assess a completely integrated view of client finances. More...
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Manage all your Investments – Stocks, MF, FD/Bonds, F&O, Insurance, Gold/Silver,… from any broker for your clients and groups. More...
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Complete built-in accounting package to manage bank, cash, general account ledgers with full accounting reports. Configurable setup for each investor. More...
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Manage Channels
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Branches
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Relationship Managers
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Intermediaries
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Set branches and their business targets. Monitor performance anytime.
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Assign client groups on a matter of a click. More...
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Set broker / sub-broker / agent channels for your business. Permit clients to set their own brokers as well. More...
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Clients
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24x7 Worldwide Access
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Set clients and their groups as and when required. Both Investor and Trading type clients supported. More...
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Save big on client servicing cost. Access from anywhere anytime for you, your branch manager, RM, sub-broker, client with assigned access rights.
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Manage Assets
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Stocks
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Mutual Funds
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Small Savings
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Manage shares investment (BSE / NSE). Unlimited demat. Gain/loss with indexation. More...
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Manage MF investment, SIP / SWP / STP. More...
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Fixed deposits, Bonds, KVP, NSC,... More...
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Insurance
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Futures & Options
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Cash / Bank
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Manage Life & General insurance. Annuity, Pension, Superannuation, Gratuity, ULIP. More...
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F&O in National Stock Exchange.
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Liquid assets management using built-in accounting package. More...
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Productivity Tools
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Import Contract Notes
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Import MF Registrar Data
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Import Bank Statements
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Too many transactions – need not worry. Import stock contract notes or bills from brokers and avoid duplication. Manual entry also supported. Accounting updated automatically. More...
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Bulk import of client data supplied by registrars. Auto accounting entries. More...
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Don’t know how accounting works - simply import the bank statements and the rest is done. Add your own comments. More...
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Import Opening Entry
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Auto-effect Company Announcement
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Begin your first fiscal year by importing a long list of unsold stocks inventory.
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All corporate announcements – De-merger, merger, bonus, split, reverse-split, rights are given auto effect on cost and quantity in entire portfolio.
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Daily Price Updates
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BSE / NSE daily prices
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MF Daily NAV
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NSE F&O Prices
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Download thousands of stocks daily prices.
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Update portfolio with 1000’s of MF scheme daily NAVs.
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Stay up-to-date with futures and options daily prices.
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Commodity Prices
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Do not miss what happened to your Gold & Silver holdings.
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Client Advisory
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SMS Alerts
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Ad-hoc Alerts
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Insurance Advisory
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Set automatic client SMS about their portfolio. Set once & forget.
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Special news, events, birthdays – keep your clients informed & happy.
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Does your client have sufficient insurance coverage? Advice accordingly.
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Smart Money
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Tax Module
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Allow clients to time their gain/losses with favourable tax situation.
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Determine booked gain/loss with indexation effects. Review outstanding gain/losses.
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Extensive Reports
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Business Zoom Reports
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Management Reports
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CA Reports
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As an advisor know where business is going. Grill-down from AMC to transactions. Assess your B2B and B2C channels.
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Evaluate and make right investment decisions. Profit booking. Market entry or exit. More...
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Tax filing – No problem. Tax planning – No problem. Give your Chartered Accountant ANY tax or accounting reports on March 31 or earlier. More...
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MF Reports
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User & Groups
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Export in 8 formats
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100's of reports to analyze MF Performance, Brokerage, Business, Portfolio, Analysis, Calculators…
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Easy creation of user, client groups and assignment of groups. More...
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Directly export to PDF or desired formats for more analysis – choose from PDF, Excel, Word, RTF, XML or RPT. Take your reports on your mobile as you wish.
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Activity Reports
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Measure various activities. View investment positions by many reports.
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