Investment Advisory software : Excella Advisory Software

New product from Excella

You can now install software on monthly payment basis.

This is a limited period offer !!

Excella is introducing a new software product for advisory business.

Our new solution will be helping SEBI registered RIAs , PMS services and other advisory firms for client management and reporting

Below is the details of software features

FEATURES	ERP	PRO	BASIC
GOAL BASED MAPPING OF CLIENTS	YES	YES	NO
FEES BASED ON ASSET TYPES AND CLASSES	YES	YES	NO
FAMILY PORTFOLIO MANAGEMENT	YES	YES	NO
SCHEDULED REPORTING	YES	YES	NO
F&O PORTFOLIO MANAGEMENT	YES	YES	NO
ACCOUNTING AS PER THE STANDARD	YES	YES	YES
ACCOUNTING INTEGRATION WITH FRONT END	YES	YES	NO
TAX MANAGEMENT	YES	YES	YES
P/L STATEMENT FOR EACH CLIENT	YES	YES	YES
CAPITAL GAIN REPORTS	YES	YES	YES
ANNUALISED RETURN	YES	YES	YES
HISTORICAL VALUATION	YES	YES	YES
MULTIPLE ASSET ALLOCATION	YES	YES	YES
IMPORTING OF CONTRACTS NOTES	YES	YES	NO
PORTFOLIO MANAGEMENT/REPORTING	YES	YES	YES
INCOME STAEMENT	YES	YES	YES
PAYROLL MANAGEMENT/STATUTORY	YES	NO	NO
STRATEGY BUILDER	YES	NO	NO
ORDER MANAGEMENT	YES	NO	NO
CLIENT COMMUNICATION MANAGEMENT	YES	NO	NO
FEES MANAGEMENT	YES	NO	NO
CLIENT PORTAL WITH LOGIN	YES	NO	NO
ONLINE FEES PAYMENT BY CLIENT	YES	NO	NO
BULK JV UPDATING	YES	NO	NO
LEVERAGE MANAGEMENT	YES	NO	NO
EXTERNAL PARTY FILE IMPORTING	YES	YES	NO
EXPENSE REPORT	YES	YES	NO
COMBINED EFFECT OF CORPORATE ACTION	YES	NO	NO
INTERACTIVE GRAPHS-WEB	YES	NO	NO
CLIENT REPORTING IN PDF	YES	YES	NO
FUNDAMENTAL RESEARCH	YES	NO	NO
TECHNICAL FILTER	YES	YES	YES
QUERY BUILDER	YES	NO	NO
PRIVATE EQUITY MODULE ADVANCED	YES	NO	NO
RECONCILIATION	YES	NO	NO
ANALYST PERFORMANCE MEASURE-WEB	YES	NO	NO
BROKER MANAGEMENT	YES	NO	NO
CUSTOM WEBSITE - STANDARD	YES	NO	NO
RE BALANCING MODULE	YES	NO	NO
SCENARIO ANALYSIS	YES	NO	NO
MULTIPLE CURRENCY MANAGEMENT	YES	NO	NO

PRICING(Rs.)
SPECIFICATION	ERP	PRO	BASIC
NUMBER OF PORTFOLIO	500	500	500
NUMBER OF COMPUTERS	1	1	1
LICENSE DURATION	1 YEAR	1 YEAR	1 YEAR
ANNUAL CHARGES	30,000	20,000	15,000

Use software for 1 month with a small payment . If you are satisfied you can renew the software. We will make minimum level customization during this period

New web interface for Excella Advisory software

Now clients can register and fill KYC thru the web application provided by Excella

Web features are used for

Client Registration and KYC (Uploading of documents)
Risk profiling
Client basic data entry
Asset Transactions (manual and importing from CAMS/KARVY, Excel files etc)
Reporting - consolidated summary
Performance report
All clients view
Recommendation module

Monthly pricing to start with..easy to pay with Payumoney

Start today..call 9605995500

SPECIFICATION	ERP	PRO	BASIC
NUMBER OF PORTFOLIO	500	500	500
NUMBER OF COMPUTERS	1	1	1
LICENSE DURATION	1 M	1 M	1 M
MONTHLY CHARGES	3500	2500	1500