Advanced Portfolio Tracker
Multi-Assets like Stocks, Mutual Funds, ULIPS, Insurance, Real Estate, Commodity,
F & O , Bullions, Foreign Currency and many more.
- Maintain Multiple Portfolios and also get a aggregated view
- Graphical presentation of Portfolio asset classes like pie, line
- Excellent Reporting capabilities with exporting options to Excel,
- SMS & Email Alerts.
- Net holding reports, Taxation reports, Transaction reports Family
wise holding reports
- Customized MIS reports as per clients requirements