Invest Plus Software Pricing, Features & Reviews
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:
- Personal accounts
- Asset management
- Investment management
- Securities
- F & O
- Mutual funds management
- SIPs
- Loan reminders
- Professional scheduler
- 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:
- Full cycle bookkeeping
- Financial statement preparation
- Cashflow analysis
- Ledgers and journals
- Bank reconciliation statements
- Asset valuation and management
- Loan management
- F&O, mutual funds status, and securities
- Organizing personal information
- 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.