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An easy to use personal finance software that runs on your desktop and allows you to
- Consolidation of all their financial accounts. One view of all their bank, credit card, insurance- Life & general, loan, equity, mutual fund, small saving, PPF, company fixed deposit and other asset accounts.
- Direct import & update of bank statement from software. E-statements of bank, Equity transaction, credit card can be imported into the software in excel & .csv format.
- Accurate Stop Loss levels
-Strategies for long term investment
- Customized reports like Income & Expenses, Net worth, Capital Gains, My portfolio, Budget Report, Financial Health Check.
- Portfolio tracker that not only allows them to keep a track of the transactions but provides live updates, comprehensive research and customized reports on their investments.
- Research section to help take better & informed decision
- Budgets
- Plan your finances.
- Auto selection of tax form depending on the data of the client. An XML output ready for online filing.
- Time and event based alerts reminding the clients of bill payments, due dates and stock price movements.
- The Investor can manage multiple profiles with the application.
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Personal Finance Software 
