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Easy Life - Software for Portfolio Management

Overview

Easy Life software covers personal finance, portfolio management, asset management, contact management and provides timely reminders on all events to help you manage you personal and professional life easily and productively.

Easy Life is designed for PC users in India and for Non-resident Indians (NRI) who need to manage financial and physical assets in India.  The personal finance module covers all investments  - Shares / stocks, bonds, mutual funds, debentures, fixed deposits, post office savings schemes, monthly income plans, pension plans, life insurance, borrowed loans and loans given.  You can download stock quotes and Net Asset Values to update portfolio instantly.  You can develop home budget and manage home expenses.

Personal Finance: Comprehensive, Smart and Easy


You can manage complete financials of each individual and also generate reports for family or a group.  This covers stocks, debentures, bonds, mutual funds, fixed deposits, investment schemes of Indian Post Office, Monthly Income Plans, Pension Plans, Loans (borrowings and lending), Life and non-life insurance.  Based on your inputs, develop cash flow using budget module .

Since Easy Life allows you to group users, Chartered Accountants and Investment Managers can manage complete investment portfolio of their customers.  Quickly generate portfolio reports and reminder letters for customers and increase your business by providing great services.
Asset Management:
Manage Real Estate and Other Precious AssetsEnter complete information on your physical assets – land & buildings, vehicles, computers, machinery, furniture, consumer durables, jewellery and precious metals.  Manage income from assets, such as rent.  Generate Net Worth Report to include all assets and liabilities covering both financial and physical assets to have an accurate view of what you or your family is worth financially.  Store information on maintenance contracts of your assets and get timely reminders on contract renewal.
Manage personal and Professional accounts
Manage all your personal and professional accounts including bank, cash / currency holdings, credit / debit and other cards, dmat accounts for stocks and other securities in electronic form and lockers. Generate account ledgers, profit and loss statement and balance sheet.
Address Book and Contact Management
Maintain your Address Book in complete detail – categorize your contacts, store information on home and office address including multiple office locations, store relations and store all important events and dates.  Maintain complete contact history on all meetings with various contact persons.
The combination of easy to use address book and contact history gives you an extremely powerful way of Knowledge Management.  Now, if a person in your organisation moves out of a position, he can leave behind the necessary knowledge for the next person to move in easily and efficiently.
You can import your current data address book from Microsoft Outlook and Outlook Express.
Income Tax
If you are a salaried Indian citizen, Easy Life helps you do your annual income tax computation and print Saral form.  For other category of users, easily organize information by tax sections applicable to you and report the information to your tax consultant.
Reminders
Based on your financial inputs, address book contents, budget and calendar entries, Easy Life gives you reminders so that you take timely action on all matters – professional and personal.  This “ action orientation ” leads you to higher levels of productivity and relation management.
Extensive Reports
Generate reports on true Net Worth, Income and Expenses, Return on Investments, Portfolio distribution, Capital Gains, Funds Flow, Insurance Summary, Account statements, Profit & Loss statement, Balance Sheet, Budget, Nominee-wise Asset Allocation, contact and other history and a host of other reports.
Great Utilities:
You can mark confidential data as “sensitive” and export and remove the same from Easy Life, and import it back when required.  You can also remove all sensitive data at one stroke.
You can download stock quotes from NSE or BSE and mutual fund NAV directly in to Easy Life, keeping your India stock and mutual fund portfolio up to date.
Export selective data in to popular formats like Microsoft Word and Excel.  Import existing data using templates given in Easy Life to save data entry time.
Import bank statements in Easy Life, saving entry time and errors .
Send personal and mass e-mail from within Easy Life using Microsoft Outlook.
Licensing:
Easy Life is licensed for use based on number of investors and the base software comes with a five investor license.  All investments and assets information of licensed number of investors can be stored.  You may buy licenses for additional users in multiples of 5-user licenses.
 
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