Investment and Asset Tracking
Asset and liability tracking features that provide users with snapshot view of the current status of bank accounts, properties, chattels, investments and loans including a historic transaction register for each tracked item.

Categorised and conveniently segregated Asset and Liability Registers.
In-category definable asset type dropdown.
Comprehensive fingertip category relevant fields e.g. insurance details.
Real time per asset/liability transaction summary with running balance.
Useful memo entry within each item’s Transaction Register.
Event linked documentation including vouchers,
   purchase/disposal checklists, etc.
Comprehensive template and custom reporting.
Integrated with Client Accountant for cross department knowledge sharing.