Wealth Management Software

Closed

I am into wealth management activities. I require a software that tracks my clients investments.

I tender to my clients a report on how well their investments have done after every quarter. As of now, it is a very tedious job as I have to feed in the market values of every investment in excel and then check every calculation after considering various activities such as purchase, sale, bonus issues etc. to arrive at the final rate of return. This leads spending a lot more time than necessary. Also, it is possible only to track share investments, debt investments and such securities.

I need a software that:

* Does all of the calculations of returns that we require on the click of a button

* Picks up market values/NAV of investments directly from the net

* Tracks all activities such as bonus issues etc. without manual intervention.

* Can give same services for tracking other investments like gold, real estate etc.

* Has the facility of export to MS office

* Has the facility of linking accounts with these investments. Alternatively, has the facility of import of data from Tally.

* Has enough flexibility to change formulae, generate customized reports etc

Is there any similar software already available in the market?

## Deliverables

All the requirements mentioned in the description.

A 6 month free support to recustomise or make changes in the software.

it should be in complete working condition.

## Platform

Windows XP

Skills: Anything Goes, CRM

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Project ID: #3630077

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