Download NAV(Net Asset Value) of various Mutual Fund schemes: The users can now download the daily NAV along with the sales and re-purchase rates for various Mutual Fund schemes as published by Association of Mutual Funds in India (AMFI) and use the same in NAV movement Report and Price Watch List report.

Auto distribution of dividend and TDS amongst the lots selected in the proportion of quantity in each lot: Enter the total dividend amount received / accrued and TDS applicable on the same. The total amount of dividend and TDS as entered by the user gets automatically distributed amongst the lots selected in the proportion of no. of units in each lot.

Provision of 6 decimal digit in Mutual Fund rates: The user can now enter the rate for mutual fund units in various transaction screens upto six decimal places which is becoming the common market scenario

Global Alerts Alert for all members report is included in Personal Investment Manager(version 1.1) that gives consolidated picture of all active alerts for selected date range and for selected members. This gives an overall picture of alerts for the family as a whole.

Alerts displayed with Values:All alerts( including global alerts) will show the corresponding amount alongwith the event date.

Multiple Backup and Restore: The user can backup the database of all the company at a single instance.

Insurance Report: Two new reports are provided on Insurance module. The user can now generate reports on premium paid / payable and maturity received / due for selected date range.

Enhanced Capital gain report : The Capital Gain Report is bifurcated in short term and long term capital gains with separate sub-totals for each.

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