If you are managing Broking Group companies, Owner Accounts or are an Individual Investor trading through a broker, PWM is the solution for you. It helps you to quickly and efficiently account for your investments in Equities, Derivatives and other market related investments.
- NSE and BSE Equities
- NSE and BSE Derivatives
- NSE Currency
- MCX and NCDEX Commodities
- HTML Contracts
- PDF Contracts
- Password Encrypted PDFs
Presently I use a popular accounting software and I maintain my accounts and those of my family members and HUF. Can SharePro handle that ?
Yes, in SharePro you can maintain your accounts and those of your family members too.
Each day I do hundreds of broking transactions. How do I update these broking transactions ?
In SharePro you can update these transactions at the touch of a button.
Can I get a Balance Sheet and Profit & Loss statement ?
Yes you can.
Can the HTML contract of my broker be imported into PWM?
The system supports the HTML/PDF formats of a large number of brokers and back-office systems. However, it is very much possible that your broker’s contract may not have been programmed in the system. In such a situation, you will contact us with the a sample of the HTML/PDF contract of your broker and our programmers will study its structure. Unless the structure is malformed, we should be able to import that into PWM. Note that every such request for a contract compatibility is charged for separately.