| Menu Item |
Features |
Premium |
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| Main |
No Users whose data is to be maintained |
Two |
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Document center (Scanned) |
 |
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Insurance policy details |
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Demat Accounts |
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Associated Persons |
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Password tracker |
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Bank Statement Import |
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Reminders |
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Mobile SMS |
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My Wealth Tracker |
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Financial Summary |
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| Transactions |
Salary Entry |
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Receipts/Payments |
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Shares & Funds |
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| Planning Tools |
Budget |
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What-if-Scenario |
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Invesment Mix |
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Financial Planning |
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WILL |
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| Reports |
Accounting Reports |
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Cash/Bank Summaries |
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Account Statements |
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Salary Statements |
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Financial Analysis |
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Balance Sheet |
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Income & Expense Statement |
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Monthly Inc. & Exp. Statement |
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Funds Flow Statement |
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Report to Tax Consultant |
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Scrip/M.F. Status |
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Asset Performance |
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Scrip/MF/Gold/Silv. Ledger |
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Non Performing Assets |
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Charts & Graphs |
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Income & Exp. Charts |
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Monthly Inc Vs. Exp. Chart |
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Investment Performance |
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Budget Reports |
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Budget Statement |
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Budget Vs. Actuals |
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Family Reports |
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Insurance Lists |
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Insu. Premium Chart |
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Paper Asset reports |
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Associated persons list |
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| Utilities |
Market Values |
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Other Utilities(Back/Restore,etc.) |
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Account Masters |
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Position as on Start Date |
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EMI Calculator |
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Fixed Deposits Interest Calculator |
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Change Password |
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