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Analytics & Reporting
Provides powerful tools for real-time insights and performance analysis across investments.
Integration
Seamlessly integrates with general ledger systems, ensuring synchronized financial data.
Asset Management
Manages diverse asset classes, including equities, mutual funds, and fixed deposits, on a single platform.
Transaction Management
Automates transaction recording and reporting, enhancing accuracy and efficiency.
MIS
Generates comprehensive MIS reports, including capital gains and industry-wise allocations.
ROI reporting
Calculates metrics like CAGR and XIRR to evaluate investment performance over time.
Performance Management
Tracks and analyzes investment performance, aiding in strategic decision-making.
Portfolio Management
Supports multi-portfolio management with real-time updates and diversification strategies.
Adaptable
Offers flexibility to accommodate various investment strategies and financial goals.
Mutual Funds
Enables tracking and management of mutual fund investments within the portfolio.
Insurance and ULIP Plan
Manages insurance policies and ULIP plans, integrating them into the overall financial plan.
Fixed Deposit
Tracks fixed deposit investments, including maturity dates and interest calculations.
Bank Reconciliation
Facilitates reconciliation of bank statements with recorded transactions for accuracy.
Full Cycle Book Keeping
Handles complete bookkeeping processes, from journal entries to financial statements.
Financial Goals
Assists in setting and monitoring financial goals, aligning investments accordingly.
Integration With General Ledger
Ensures that investment positions are reconciled with cash, bank, and broker accounts.
Futures Contract
Supports management and tracking of futures contracts within the investment portfolio.
Brand Name | EDP Soft |
Information | EDP SOft |
Founded Year | 1991 |
Director/Founders | Sanjay Parolia |
Company Size | 1-100 |
Other Products | EDP Soft BRAVO, Midas |
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