Seamless Portfolio Management
Instant Portfolio Aggregation
Manage your Individual, Family and Group Investments by setting up multiple Custom Portfolio Aggregations.
Easy Portfolio Rebalancing
Analyse Top N Assets to quickly rebalance your portfolio. View Target versus Actual Percentages & IRRs by Asset / Asset Class, IRR for Top N Assets and analyse Comparative Performances by Group.
Monitor Assets with Ease
Generate Mark-to-Market Reports and many other reports for any Portfolio Aggregation and Drill Down to the Transactions.
- Fixed Deposits
- Mutual Funds
- Private Equity
Categorise your assets by
- Asset Class
- Risk Rating
- Liquidity Rating
- DP / Registrar
- Custom Classifications
Powerful Wealth Dashboards & Reporting
Generate instant updated Mark-to-Market Reports with percentages. Enter daily / monthly Estimate Market Rates for Unquoted Assets.
Analyse investments with Projected Cash Flow, Comparitive Graphs with Indexes, Historical Price Movement Graphs, Candlestick & Volume Market Watch and What-If Scenarios.
Drill Down to Transactions from all Reports.
One System, One Solution
Instant Import from Contract Notes & Mutual Fund Statements from Brokers/Wealth Managers. Purchase & Sales Transactions are intelligently created in financials with updation of Custodian Accounts.
Single Entry updates Wealth Management & Financials. Generate P&L Account and Balance Sheet instantly. Say goodbye to duplication.
Monitor statutory and non-statutory compliances to reduce risk.
Install on On-Prem Server or Private Cloud Server with total control over levels of ﬁrewall, VPN access and more. We never have access to your confidential data.
Mobile +91 7595069429
#18-05 Crown @ Robinson
Burgundy Corporate Tower 252 Sen.
Gil Puyat Ave.
Makati, Makati City
47500 Subang Jaya
PO Box 573