Codunite Private Limited
Jaipur, Rajasthan
GST No. 08AAHCC7263M1Z5
TrustSEAL Verified
Call 07942546535 45% Response Rate
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Product Details:
| Minimum Order Quantity | 1 Piece |
| Deployment | Cloud |
| Edition | Multi User |
| Suitable For | Individual Planner, NBFC, Wealth Firm, Bank |
| License Duration | 1 Year |
| User Capacity | 2 to 10 Users |
| Operating System | Online |
| Planning Areas | Loan Plan, Goal Planning, MF Advisory, Risk Planning, Retirement Plan, Cash Flow, Tax Planning, Estate Plan, Insurance Plan |
| Client Access | Client Portal, Mobile App |
| Data Source | CAM SAML, Feeds Import, BSE Star MF, Manual Input, NSE NMF, KFINKART |
| Provide Installation Service | No |
| Training | Live Online, Documentation |
| Back Up | Yes |
| Available on Rent | No |
| Integration | SMS Gateway, Broker Backoffice, Risk Tool, Email Tool, CRM, Accounting, MF Platform |
| Tally Import | No |
| Report Output | Excel, PDF |
| Auditor View | No |
| License Type | Monthly |
| Bank Synchronization | Yes |
| Support Type | Phone, Email |
| Language Support | English |
Our Financial Planning Software is designed for financial advisors, wealth managers, investment firms, and individuals who want to efficiently manage finances, plan future goals, and make data-driven investment decisions.
�� Key Features�� Comprehensive Dashboard – View income, expenses, savings, and investments in one place.
�� Budgeting & Expense Tracking – Set budgets, monitor spending, and track categories with detailed reports.
�� Goal-Based Planning – Plan for retirement, education, home, or business goals with real-time projections.
�� Investment Portfolio Management – Track mutual funds, stocks, bonds, insurance, and real estate.
�� Risk Analysis & Allocation – Assess risk profile and suggest optimized asset allocation.
�� Cash Flow Management – Forecast inflows and outflows to maintain healthy liquidity.
�� Tax Planning & Compliance – Estimate tax liability, manage deductions, and generate tax-ready reports.
�� Loan & Debt Management – Track EMIs, interest schedules, and compare refinancing options.
�� Reports & Statements – Generate detailed financial reports in PDF/Excel with charts & insights.
�� Multi-Device Access – Secure access from web and mobile.
�� Bank & Payment Integration – Connect with bank accounts, UPI, and payment gateways.
⚙️ Automation – Auto-updated NAVs, market-linked investments, and goal progress alerts.
������ Family/Client Management – Manage multiple client or family portfolios under one account.
�� Data Security – End-to-end encryption, 2FA, and secure cloud backups.
�� Clarity & Transparency – Track all finances in one central platform.
⏳ Time-Saving – Automated calculations, projections, and tax-ready reporting.
�� Better Decision Making – AI-driven insights for investment and savings optimization.
�� Compliance Ready – Tax and regulatory updates built into the system.
�� Anywhere, Anytime Access – Manage finances via desktop, tablet, or mobile.
�� For Advisors & Individuals – Advisors can manage multiple clients; individuals can plan personal finances.
�� Scalable – Suitable for individuals, startups, and large financial advisory firms.
Additional Information: