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 in a company. This is
extremely useful in large account management.
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.
Recommended System Requirements:
PC running Microsoft Windows® 98 / NT
/ 2000 / XP or later with latest service packs installed,
Mouse, Internet connection, at least 128 MB RAM, 200
MB free hard disk space.
