INVEST PLUS FEATURES
Intuitive features that
help you manage your money efficiently
Personal Accounting
Get your final accounts ready on your finger tips! Yes, you don’t have to be an accounting or finance expert to manage your or your family’s finances. This personal accounting software not only helps you keep track of your financial activities, but also offers smart tools to make recording and tracking your expenses easier. It's simple! It's easy to use! And you will have the tools and information you need to smartly manage your money & make better decisions for your financial future.
Easy
import
Generate
reports
No manual
entries
Hassle-free
management
Budget & Financial Analysis
Make Wise Financial Decisions and Invest Your Money the Right Way! The Personal Budgeting feature will help you monitor your income, expenses, and cash flow. Not just that, it also helps in analyzing your spending habits, improve your monthly budget work & give you a clear picture of your financial transactions over time. Make your life easier with Invest Plus, a FREE Personal Finance Software that helps in financial planning to help you plan your finances in a better way.
Compare with
actual
Compare
accounts
Future
estimation
Investment
graph
Asset Management
Manage your assests in Hassle Free Manner! With Invest Plus, you can easily manage your assets and get detailed report of depreciation, maintenance, valuation, listing etc. in a single software. It also offers a detailed report of each and every types of asset and you can instantly take a print out of the report. Start managing your assets with Invest Plus and stay updated with each and every detail of your assets to make well-informed investment decisions.
Listing
reports
Maintenance
report
Partner-wise
valuation
Depreciation
report
Loan & Mortgage
A Powerful Software that manage your loans under One Roof. The key features of this portfolio management software allows you to schedule recurring entries, check interest payments, view outstanding amounts, calculate repayments and automate transactions so that you can stay on top of your loans in one place! You can also generate customized reports for a quick or detailed evaluation. With Invest Plus, managing your wealth has never been so easy!
Interest
calculator
Organised
management
Detailed
reporting
Reduced
errors
Fixed Deposit & Bonds
Managing finances of your family doesn’t seem like an easy task, but Invest Plus makes it easy. It covers all the many different types of transactions that one might need to make, including fixed deposits, certificates and bonds. Furthermore, Invest Plus provides you with reports that are very useful for helping you track the progress of your savings.
Withdrawal
report
Interest
report
Bonds
report
Interest
calculator
Insurance & Policies
A platform where you can find all your policies in one place. Invest Plus provides an easy way to manage all your insurance policies in one place. Get a clear picture of your investment with advance reporting including due date reminder and accrued report. You can easily manage your policy anytime anywhere with this personal finance software.
Due Date
reminder
Auto
linking
Policies
report
Insurance
report
Stock Market Portfolio
Why Invest Plus when there are already so many stock market portfolio management software in the market? Well, it’s quite simple. Invest Plus is not your typical stock market software that only allows you to keep track of transactions. Invest Plus also allows you to import data from your brokers, view all your data in a single place, monitor your portfolio in real-time, take advantage of its alerts feature, download your reports in different formats, and much more.
Quick
import
General
report
Advanced
report
Action
report
Future & Option
InvestPlus Software can provide you with all the necessary tools for managing your F&O trading. It gives you the power to create and customize reports on your investments, including a complete list of transactions, numerous charts and graphs based on your portfolio's performance, and a full report showing details on each individual trade.
Quick
import
Hassle Free
Management
Speculation
report
Valuation
report
Mutual Funds Portfolio
Managing mutual funds can be a stressful process. Fortunately you have Invest Plus, a simple and organized way to manage your Mutual Funds without any manual entry, allowing you to have a clear view of your mutual fund data. You don’t have to be an expert to manage your SIP records and ledger accounts. Just import data from your mutual fund provider and let the software do the rest.
Quick
import
Investment
Plan
Real Time
NAV
Advanced
Reporting
Utilities
Worried about error in the data or losing it? Invest Plus has taken care of it for you. Invest Plus is a Personal Finance & Portfolio Management Software that allows you to back up your data, rebuild your data, delete multiple transactions at once and much more.
Data
Backup
User
Management
Merge
Account