Explore Our Services

Our Professional Services

Dynamic Technology

Everyone's need is different and we undestand it. Our technology provides dynamic range to ensure each and every client of ours is dealt with appropriately.

Easy, Fast and Accurate

Our products are easy and less time consuming to understand so that you can start your work immediately.

Freedom from Manual Work

Everyone hates doing work manually. Where our software is there we ensure to minimize manual work and maximize time utilization efficiency.

Real Time Monitoring

Real time data provides more comphrensive scenario and our software does exactly that saving time and money of our valued clients.

Valuable For Business

We create software that are valuable to the business and becomes an integral part of the working environment in which it is applied

Cloud Base

Cloud based services will ensure that our services will be available 24*7 with lesser costs and higher security

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Our Packages

Pick The Best Plan For You

Gold
  • TRANSACTION
  • MUTUALFUND
  • INSURANCE (Life & General)
  • FD
  • REPORTS
  • Portfolio Reports
  • LT/ST Report
  • Non SIP Clients
  • SIP Continuity Report
  • Non Category Clients
  • Client wise Allocation
  • Familywise Allocation
  • Maturity Report
  • Eligible for Redemption
  • Ageing Analysis
  • Year wise IN-OUT Report
  • Transaction Reports
  • Life Insurance Reports
  • General Insurance Reports
  • FD Report
  • MANAGEMENT
  • AUM
  • Business
  • SIP
  • Cash Flow
  • MIS Report
  • PORTFOLIO DASHBOARD
  • PORTFOLIO DASHBOARD With Holding
  • ADMIN DASHBOARD
  • RESEARCH TOOLS(Basic)
  • Top Performing Fund
  • MF Comparison
  • Point To Point Return
  • AMCwise AUM
  • Fundwise AUM
  • Factsheet
  • MF CALCULATORS
  • PPF v/s ELSS
  • Top Performing SIP
  • SIP / STP Calculator
  • Lumpsum Calculator
  • Compare Lumpsum Return
  • UTILITES
  • Import NJ/KARVYDIST/PRUDENT Files and Consolidated Account Statement (PDF) File by CAMS
  • View Folios
  • AUM Reconciliation
  • Family Creation
  • Merge / Demerge Client
  • Delete Transactions
  • User Creation
  • Transaction Slip
  • ARN Setting/ARN Mapping
  • Delete Transaction /Delete SIP’S
  • Allow Client Login/Mobile Client Login
  • Auto Email
  • General Mobile App (Investor Wise)
  • Integration With Morningstar WorkStation
  • Auto Data Import from MF Registrars
  • Morningstar Rating Data
Platinum
  • TRANSACTION
  • MUTUALFUND
  • INSURANCE (Life & General)
  • FD
  • REPORTS
  • Portfolio Reports
  • LT/ST Report
  • Non SIP Clients
  • SIP Continuity Report
  • Non Category Clients
  • Client wise Allocation
  • Familywise Allocation
  • Maturity Report
  • Eligible for Redemption
  • Ageing Analysis
  • Year wise IN-OUT Report
  • Transaction Reports
  • Life Insurance Reports
  • General Insurance Reports
  • FD Report
  • MANAGEMENT
  • AUM
  • Business
  • SIP
  • Cash Flow
  • MIS Report
  • PORTFOLIO DASHBOARD
  • PORTFOLIO DASHBOARD With Holding
  • ADMIN DASHBOARD
  • RESEARCH TOOLS(Basic)
  • Top Performing Fund
  • MF Comparison
  • Point To Point Return
  • AMCwise AUM
  • Fundwise AUM
  • Factsheet
  • MF CALCULATORS
  • PPF v/s ELSS
  • Top Performing SIP
  • SIP / STP Calculator
  • Lumpsum Calculator
  • Compare Lumpsum Return
  • UTILITES
  • Import NJ/KARVYDIST/PRUDENT Files and Consolidated Account Statement (PDF) File by CAMS
  • View Folios
  • AUM Reconciliation
  • Family Creation
  • Merge / Demerge Client
  • Delete Transactions
  • User Creation
  • Transaction Slip
  • ARN Setting/ARN Mapping
  • Delete Transaction /Delete SIP’S
  • Allow Client Login/Mobile Client Login
  • Auto Email
  • General Mobile App (Investor Wise)
  • Integration With Morningstar WorkStation
  • Auto Data Import from MF Registrars
  • Morningstar Rating Data
Titanium
  • TRANSACTION
  • MUTUALFUND
  • INSURANCE (Life & General)
  • FD
  • REPORTS
  • Portfolio Reports
  • LT/ST Report
  • Non SIP Clients
  • SIP Continuity Report
  • Non Category Clients
  • Client wise Allocation
  • Familywise Allocation
  • Maturity Report
  • Eligible for Redemption
  • Ageing Analysis
  • Year wise IN-OUT Report
  • Transaction Reports
  • Life Insurance Reports
  • General Insurance Reports
  • FD Report
  • MANAGEMENT
  • AUM
  • Business
  • SIP
  • Cash Flow
  • MIS Report
  • PORTFOLIO DASHBOARD
  • PORTFOLIO DASHBOARD With Holding
  • ADMIN DASHBOARD
  • RESEARCH TOOLS(Basic)
  • Top Performing Fund
  • MF Comparison
  • Point To Point Return
  • AMCwise AUM
  • Fundwise AUM
  • Factsheet
  • RESEARCH TOOLS(Advance)
  • Fund Snapshot
  • Fund Screener
  • Fund Manager Details
  • Mutual Fund Overlap
  • Common Stock Across Schemes
  • MF CALCULATORS
  • PPF v/s ELSS
  • Top Performing SIP
  • SIP / STP Calculator
  • Lumpsum Calculator
  • Compare Lumpsum Return
  • UTILITES
  • Import NJ/KARVYDIST/PRUDENT Files and Consolidated Account Statement (PDF) File by CAMS
  • View Folios
  • AUM Reconciliation
  • Family Creation
  • Merge / Demerge Client
  • Delete Transactions
  • User Creation
  • Transaction Slip
  • ARN Setting/ARN Mapping
  • AWS Client Mapping
  • Delete Transaction /Delete SIP’S
  • Allow Client Login/Mobile Client Login
  • Auto Email
  • BSE Integration
  • BROKERAGE MODULE
  • Full Module
  • Receivable/Accrual
  • Receivable/Payable
  • Only Receivable
  • General Mobile App (Investor Wise)
  • Integration With Morningstar WorkStation
  • Auto Data Import from MF Registrars
  • Morningstar Rating Data
Corporate
  • TRANSACTION
  • MUTUALFUND
  • INSURANCE (Life & General)
  • FD
  • REPORTS
  • Portfolio Reports
  • LT/ST Report
  • Non SIP Clients
  • SIP Continuity Report
  • Non Category Clients
  • Client wise Allocation
  • Familywise Allocation
  • Maturity Report
  • Eligible for Redemption
  • Ageing Analysis
  • Year wise IN-OUT Report
  • Transaction Reports
  • Life Insurance Reports
  • General Insurance Reports
  • FD Report
  • MANAGEMENT
  • AUM
  • Business
  • SIP
  • Cash Flow
  • MIS Report
  • PORTFOLIO DASHBOARD
  • PORTFOLIO DASHBOARD With Holding
  • ADMIN DASHBOARD
  • RESEARCH TOOLS(Basic)
  • Top Performing Fund
  • MF Comparison
  • Point To Point Return
  • AMCwise AUM
  • Fundwise AUM
  • Factsheet
  • RESEARCH TOOLS(Advance)
  • Fund Snapshot
  • Fund Screener
  • Fund Manager Details
  • Mutual Fund Overlap
  • Common Stock Across Schemes
  • MF CALCULATORS
  • PPF v/s ELSS
  • Top Performing SIP
  • SIP / STP Calculator
  • Lumpsum Calculator
  • Compare Lumpsum Return
  • UTILITES
  • Import NJ/KARVYDIST/PRUDENT Files and Consolidated Account Statement (PDF) File by CAMS
  • View Folios
  • AUM Reconciliation
  • Family Creation
  • Merge / Demerge Client
  • Delete Transactions
  • User Creation
  • Transaction Slip
  • ARN Setting/ARN Mapping
  • AWS Client Mapping
  • Delete Transaction /Delete SIP’S
  • Allow Client Login/Mobile Client Login
  • Auto Email
  • BSE Integration
  • BROKERAGE MODULE
  • Full Module
  • Receivable/Accrual
  • Receivable/Payable
  • Only Receivable
  • General Mobile App (Investor Wise)
  • Integration With Morningstar WorkStation
  • Auto Data Import from MF Registrars
  • Morningstar Rating Data