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Menu Item Features Premium
Main No Users whose data is to be maintained Two
Document center (Scanned)
Insurance policy details
Demat Accounts
Associated Persons
Password tracker
Bank Statement Import
Reminders
Mobile SMS
My Wealth Tracker
Financial Summary
Transactions Salary Entry
Receipts/Payments
Shares & Funds
Planning Tools Budget
What-if-Scenario
Invesment Mix
Financial Planning
WILL
Reports Accounting Reports
Cash/Bank Summaries
Account Statements
Salary Statements
Financial Analysis
Balance Sheet
Income & Expense Statement
Monthly Inc. & Exp. Statement
Funds Flow Statement
Report to Tax Consultant
Scrip/M.F. Status
Asset Performance
Scrip/MF/Gold/Silv. Ledger
Non Performing Assets
Charts & Graphs
Income & Exp. Charts
Monthly Inc Vs. Exp. Chart
Investment Performance
Budget Reports
Budget Statement
Budget Vs. Actuals
Family Reports
Insurance Lists
Insu. Premium Chart
Paper Asset reports
Associated persons list
Utilities Market Values
Other Utilities(Back/Restore,etc.)
Account Masters
Position as on Start Date
EMI Calculator
Fixed Deposits Interest Calculator
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