Our PMS Software is a generic software solution for portfolio and mutual fund managers. It help to automate the overall portfolio transactions with these features.

Portfolio Management System

Software Features

  1. Web based Software
  2. Different Level of User Roles & Permission
  3. Master Setup
  • User Role Level Settings
  • Administrator, Organization Staff User
  • Other User as PMS Client and Portfolio Tracker User
  • Portfolio Tracker User - Self Register
  • Account Head Setup
  • Company Category/Sectors
  • Company Setup
  • DP Companies
  • Broker
  • Bank List
  • Charge Setup
  • Share Type
  • Investor Type
  • Portfolio Type
  • Product Type
  • PMS Client Setup
  1. Market Information
  • Live Market Depth
  • Market Summary
  • Daily Traded Script
  • Nepse Index Details
  • Ranked Company
  • Top Broker
  1. Customizable Charges/Fees Settings
  2. Fees Management with Auto Calculation
  3. Portfolio Management
  • Add/Modify PMS Client Details
  • Share Purchase and Sales
  • Investment Details
  • Reports
  • Income and Expenses
  • Profit and Loss
  • Integrated Accounting
  • Technical Analysis with Graphs and Charts
  • Data Export & Import
  1. PMS Client Login and Views
  2. Alerts and Reminders
  3. News & Updates
  4. User Level Security and Logs
  5. Self-Managed Portfolio Tracker Service
  • Self-Registration and Login
  • Add/Modify Details
  • Demat Information
  • Share Holder
  • Purchase History
  • Sales History
  • Transaction Summary
  • Investment
  • Profit/Loss
  • Data Export & Import