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Invest Plus Software Desktop Overview

Invest Plus

by : Ideas Infosoft

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InvestPlus is a portfolio management software which complies with Indian finance laws. The software allows investors, no matter how new they are to the game, a gateway to financial management and accounting. The software simplifies complex business jargons to make the task of investment easy. It he... Read more

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Invest Plus Software Overview

What is InvestPlus?

InvestPlus is a portfolio management software which complies with Indian finance laws. The software allows investors, no matter how new they are to the game, a gateway to financial management and accounting. The software simplifies complex business jargons to make the task of investment easy. It helps in managing portfolios and assets efficiently from a single platform. The portfolio management software facilitates personal accounting with a single click. Further, the software offers a multi-user interface to manage several portfolios of your family members.

InvestPlus provides features for loan management among other liability monitoring functions. The software consists of over 300 customized and insightful reports for investors to check how their investments are performing. Investors receive rate update balances with a zooming facility for final account statements to entry level vouchers. Lastly, this portfolio management safeguard all the investment data of the user.

How does InvestPlus portfolio management software helps in boosting finance management automation?

InvestPlus portfolio management software allows users to take control of their investments and take it in the right direction. It provides auditable and streamlined financial management for investors and simultaneously ensures that the user gets complete visibility into their financial performance. The software helps with:

  1. Personal accounts
  2. Asset management
  3. Investment management
  4. Securities
  5. F & O
  6. Mutual funds management
  7. SIPs
  8. Loan reminders
  9. Professional scheduler
  10. Financial appointment diary

InvestPlus allows users to categorize their transactions and set budget limits to manage and track the expenses. It splits transactions across various categories for efficient visibility. The software helps in scheduling recurring transactions, such as, mortgage and paychecks. Another key aspect of using InvestPlus is that it provides the information regarding where the invested money is going. It provides information in detailed statistical and graphical format for easy reading.

What are the areas that InvestPlus portfolio management software for Indian stock market help with?

Here are a few areas that InvestPlus assists investors with:

  1. Full cycle bookkeeping
  2. Financial statement preparation
  3. Cashflow analysis
  4. Ledgers and journals
  5. Bank reconciliation statements
  6. Asset valuation and management
  7. Loan management
  8. F&O, mutual funds status, and securities
  9. Organizing personal information
  10. Scheduling

What is the price of InvestPlus Portfolio Management Software?

The price of InvestPlus is available on request. Please request a call for further inquiries regarding the price related information.

Invest Plus Features

Portfolio Management

InvestPlus works as a single platform to manage all the financial portfolios of the investor. From loans to insurance to SIPs,

Bank Reconciliation

Investors can directly import their bank reconciliation statements for all the investments through this portfolio management

Full Cycle Book Keeping

The software allows users to manage bookkeeping for the entire financial term efficiently.


Investors can schedule investments, meetings with brokers, report generation, etc.

Financial Goals

This portfolio management software enables investors to set financial goals and make the investments accordingly.

Ledger Keeping

InvestPlus allows investors to manage their ledger records accurately. It records every single change or advancement in their

Accounting Module

The software helps make personalized bookkeeping easy. It records every transaction and maintain all the details of accounting

Financial Analysis and Reports

Investors can check whether they have achieved their financial goals by the end of the term, and it provides minute details to

Asset Management

The portfolio management solution provides a clearer picture of all the assets and their reports regarding depreciation,

Loan Management

Investors can also manage their loans with this software. It generates reminders for due payments on monthly basis and records it

Insurance Management

InvestPlus makes it easy for the investors to keep tabs on their regular investment related payments. It covers all the basic

Stock Management

The software allows investors to manage their stock investments and check their prices regularly. It can directly import broker

Mutual Fund Investment

Investors are not required to import data externally from mutual fund It automatically manages SIP records and ledger accounts

Special Features

The software offers features to plan and schedule different investments.

Invest Plus Plans & Pricing

Invest Plus price is available on request

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Invest Plus Specifications

  • Supported Platforms :
  • Device:
  • Deployment :
  • Suitable For :
  • Business Specific:
  • Language:
  • Windows
  • Desktop
  • Web-Based
  • Finance
  • Banking
  • English

Invest Plus Reviews


Have recommended this product

Overall Score

Based on 4 Reviews

We love to hear from our buyers!

If you have used the solution already, why not share your thoughts and help others make the right purchase.


Mohini Shete







“Amazing service”

Pros :

Cons :

Posted - Feb 19, 2019


Navdeep Chawla







“simple & starightforward to use”

Pros :

Cons :

Posted - Oct 3, 2017


Sanwarmal Nawal







“don?t think just trust them”

Pros :

Cons :

Posted - Sep 26, 2017

Invest Plus FAQ

A. InvestPlus as of now is not available for smartphones.
A. InvestPlus is designed for all kinds of investors ranging from amateurs to professionals. The software facilitates working of seasonal investors, professionals, and portfolio management advisors, such as brokers.
A. This portfolio management software uses on-premise based deployment to store the data.
A. No, InvestPlus is only available for Windows operating system.
A. Interest buyers can request for a call back from Techjockey. Our sales professionals will reach out to you at your preferred time.

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