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Office manager 8i is an complete automated solution for back office operations of intermediaries engaged in the distribution of financial products. The sophisticated software generates periodical reports which makes monitoring of entire operations centralized , proficient and systematic. more...
The Invest Manager allows your clients to login to your site and view their portfolio performance reports. The reports are generated through a centralized database and thus eliminates any manual entry. The reports are available as portfolio reports. The Investor can get a 360 degree view of his portfolio across all product class. more...
Accer Wealth Manager is a comprehensive and versatile tool for Distributors of financial products for planning and tracking the investments of their clients. It generates numerous portfolio reports based on the investment profile and customized financial plan charted out for their clients. more...

ATS PORTFOLIO MANAGER

ATS Portfolio Manager is powerful portfolio management software. ATS Portfolio Manager is available in Personal, Professional, or Advisor versions for the individual investor, professional trader, or investment advisors.

The ATS Portfolio Manager is a web-based tool that allows users to track their equity, commodities, debt and real estate.
Bank FD Insurance
Company FD Real Estste
Stock Commodities
Mutual Fund Scheme ETF
RBI Bonds F&O
Goi Post Office Savings    
       

Users can create multiple portfolios by single registration and add / delete instruments in a portfolio. The tracker is in a form of virtual buys and sells whose portfolio worth and returns are based on current market situations by our Stock price, Latest NAV, & ULIP NAV prices.

Features

      Manage an unlimited number of individual and group portfolios
      Manage all your assets such as stocks, MFs, FDs, ULIPs, PPF, property, gold and more…
      Online auto-updates for stock prices, mutual fund and ETF NAVs
      Reports for annualised returns, capital gains, asset allocation and others…
      All your financial data is saved on secured server for data security
Track an unlimited number of portfolios.  Portfolios can contain an unlimited number of hierarchical sub-portfolios.  Display graphs/reports on any portfolio or sub-portfolio.  Sub-portfolios are useful for organizing your investments into specific accounts, and/or for investment advisors tracking investments for multiple clients.
 
 
 
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