Coffre-fort à installer
PENTAGRAPH serves as a comprehensive platform for Wealth Management, offering a streamlined interface to monitor and manage a diverse range of assets. This advanced application provides users with real-time insights into their complete financial portfolio, including mutual funds, equity shares, bonds, fixed deposits, PMS, and insurance policies.
Notable features include:
- Ability to download detailed portfolio reports encompassing all asset classes
- Access to historical performance data of the entire portfolio
- Secure login via Google email credentials
- Generation of transaction statements for specified periods
- One-click download of account statements from any Asset Management Company in India
- Generation of sophisticated capital gain reports
- Online investment options for mutual fund schemes and New Fund Offers, with transparent tracking of orders until unit allotment
- SIP and STP management tools to monitor ongoing and upcoming investments
- Insurance premium tracking functionality
- Access to folio details registered with respective AMCs
The platform also includes a suite of calculators and tools to assist with financial planning:
- Retirement Planning Calculator
- SIP Investment Calculator
- SIP Delay Calculator
- SIP Step-up Calculator
- Marriage Budget Calculator
- EMI Calculation Tool
Vue d'ensemble
Pentagraph est un logiciel de Commercial dans la catégorie Affaires développé par Pentagraph.
La dernière version de Pentagraph est actuellement inconnue. Au départ, il a été ajouté à notre base de données sur 18/05/2008.
Pentagraph s’exécute sur les systèmes d’exploitation suivants : iOS.
Pentagraph n'a pas encore été évalué par nos utilisateurs.
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