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.
Software Features
- Web based Software
- Different Level of User Roles & Permission
- Master Setup
- User Role Level Settings
- Administrator, Organization Staff 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
- Market Information
- Live Market Depth
- Market Summary
- Daily Traded Script
- Nepse Index Details
- Ranked Company
- Top Broker
- Customizable Charges/Fees Settings
- Fees Management with Auto Calculation
- 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
- PMS Client Login and Views