Miles MoneyWare^TM Plutus Edition is India’s first integrated enterprise solution focused on the specialized investment, portfolio management and reporting requirements of single and multi family offices.

Key family offices in the country and the adjoining regions. Leverage our reliable and proven investment management tools which include the following modules:

• Portfolio management & reporting
• Portfolio monitoring & trading compliance
• Performance analytics  
• Custodial data
• Trading & order management
• Total wealth reporting

Key advantages and benefits of MoneyWare^TM Plutus for Family Offices are discussed below:

Investment Entities and their Accounting

MoneyWare^TM Plutus easily allows corporations to account the various complex entities and manage related activities associated with the Family Office. Whether it is tracking the tax basis, capital gains, investment income or cash distributions, one can confidently rely on Navigator's capabilities as a portfolio accounting software application.

Net Worth Across Multiple Entities

MoneyWare^TM Plutus assesses the net worth across multiple entities quickly and routinely, for both business entities and individuals. The application includes multi-generational, multi geographical families with interests across multiple investment vehicles or just a set of parents and their children. MoneyWare ^TM Plutus enables Family Offices to aggregate and consolidate reports from these investments into financial statements that accurately reflect your client's net worth and the holdings of the family.

Calculating Investment Performance

MoneyWare Integra^TM assists in calculating ROI and tracking investment performance - a key deliverable for the investor and the Family Office professional, answering key questions like

• What types of risk am I exposed to?
• How are my investments doing?
• How are my managers performing?
• Are established benchmarks being compared against and the consistent formulas being utilised?

Making Cash Disbursements

The System makes complex check-runs simple. The System prints entire check-runs from multiple bank accounts on blank checks to fully customized, professionally formatted and MICR-encoded - avoiding the need for multiple pre-printed check forms.

Preparing Financial Statements

The System provides accounting for all events including the need of the family members who rely on their office managers to make frequent distributions, including bill payments. MoneyWare ^TM Plutus produces consolidated reports such as balance sheets, income statements and investment reports that span multiple years, entities and generations.

Providing Information to Family Advisors

In a growing and complex financial and global world, MoneyWare^TM Plutus provides visibility across entities to family advisors, such as lawyers, accountants, investment managers, and at times even other family members. With MoneyWare^TM Plutus you can allow certain users "permission” to access data and even enter, change and revise transaction entries from their computer. With a remote access enabled platform, you, your client, and even an advisor can be at a remote location to view, download, or print reports in a matter of minutes.