shreesava vs Sumex Private Wealth

Shreesava a leading Software Company in the field of Accounting Software. Now Shreesava software data can be viewed on mobile through shreesava app. Shreesava iOS app is having following features - Account Ledger, - Item/Product(StockSheet), - Account Receivable, - Account Payable, - Addressbook/Contact Book - View/Share PDF via whatsapp/email etc. You can export your data from Shree Accounting Software and Sync this data in shreemobile app to view.

Investment Portfolio App for customers of Sumex Private Wealth Sumex Private Wealth is a state-of-the-art investment & insurance portfolio management App for customers with Sumex Private Wealth App, you can get several views of your portfolio which will not only keep you abreast about its latest status, but also help you making important decisions for investment re-balancing, profit booking or stopping loss. Here are some of the many features of the Sumex Private Wealth App: A. Get a summary view of the current status of your investments across asset classes B. Get a summary view of the insurance cover of all members in your family C. Drill down to full detail D. View Upcoming portfolio events E. Get alerts about your important events such as life insurance premium due, general insurance renewals, SIP due, FMP maturity, etc. F. Buy / Redeem / Switch Mutual Funds online from any AMC G. Get best in the class MF advisory H. Raise a service ticket to your advisor I. Host of useful financial calculators to help you plan your short term and long-term financial goals. J. Digital Vault ñ access your important documents anytime from your Smartphone K. Provides coverage of all major General Insurance sections such as Health, Motor, Fire etc. L. Track small saving investments like PPF, NSC, KVP, FD, RD etc. M. Maintain your investments in Stocks, Bonds, Bullion, Commodities etc.