Our Products

Track the corporate actions in your sector through this easy-to-use company organiser. Conference calls, Analyst meets, Interview with Management, Annual General Meetings, Broker's Reports, Board Meetings, Corporate activities. For analysts timely information is crucial. It make the difference between action and inaction.

Besides, scouring for details on deals, plans and outlook, organising, storing, and retrieving the information is a challenge. Specially so when the number of players in the sector they are tracking are increasing due to economic reforms. But help is a click away.

Analyst Trackometer is a simple to use software created precisely to make life easy for analysts. A convenience tool that frees the analysts from avoidable scheduling conflicts to concentrate on what they do best: analysing current trends to project future outlook.

At a glance they can keep abreast of their past interaction with the company and importantly, their recommendations, tally them with the financials (sourced from the reliable Capitaline database) and brace themselves to sift fact from fiction at the next encounter with the management.

For more information visit our website - Analyst Tracker

•   Once the meeting date and time expires, that record is automatically removed from the ‘Scheduled Meetings’. It will appear in ‘Pending Task’ section there after.
•   When someone clicks on particular ‘Meeting’ in ‘Scheduled Meeting ’, information will open-up in a window with all details in view mode.
•   Recommendation is shown within a different symbol if the recommendation has changed from previous recommendation.
•   User can save his report, which is partially complete and can be edited later by selecting from ‘Task in progress’ report.
•   This pending note link will be shown in the TIP area of dashboard. User can click on that link and edit the half saved note.
•   This report will not be visible in ‘Recommendation’ until the user saves the report by clicking ‘Finish’.
•   Once the user clicks on “Finish”, the report would be displayed in ‘Recommendation’ report there after.
•   On click of cancel button dashboard will appear.
•   Meeting details are editable even after ‘Finish’ button is clicked. He/she can only modify the content of text box items.
•   ‘View All’ button at every text area would shows a window containing historical details. Using this feature user can refer previous write-up.
•   Archive option provides for: Key Points, Financial Text, Valuation & Recommendation.

CMOTS Sales CRM is a great tool to help small businesses deal with the vital task of managing your leads, contacts, organizations, partners, vendors and suppliers. Using CRM best practices, you can see everything about a lead, to any projects or opportunities. Use CMOTS Sales CRM to manage potential business in your sales. You can create opportunities to define the value of the business, manage pipelines and associated activity sets, opportunity funnel stages and categories, probability of winning, and forecast close dates.

CMOTS Sales CRM is responsive and hence can easily be accessed wherever you go, on whatever device you have at hand.

For more information visit our website - Sales CRM

•   Content Management
•   Lead Management
•   Flexible Calendaring
•   Lightning Fast Search
•   Tags and Notification
•   Email

XBRL (eXtensible Business Reporting Language) is a language for the electronic communication of business and financial data which is revolutionising business reporting around the world. It provides major benefits in the preparation, analysis and communication of business information. It offers cost savings, greater efficiency and improved accuracy and reliability to all those involved in supplying or using financial data.

XBRLine is the desktop-based software for preparation and filing of Annual Reports in XBRL format, as per Revised Schedule VI.

We have expertise in converting Annual Report data into prescribed MCA taxonomy. Our team of professionals tags the information provided by you with appropriate element of taxonomy. We provide valid instance document passes by MCA validating tool.

For more information visit our website - XBRLine

•   Data entry screens are inbuilt as per taxonomy presentation in specific Extended Link Roles (ELR).
•   Import data facility from existing Excel files, to map taxonomy elements with Excel data.
•   Different type of inputs like numeric, text, date, and text block are highlighted by icons for error-free and easy data entry.
•   Copy paste facility from Word and Excel in text block with formatting
•   Easy and user-friendly multi-dimension selection and data-entry screens.
•   Facility to add/edit footnotes, which enables user to capture element wise notes in addition to general notes.
•   All the formulas/ calculations are inbuilt. Calculated elements will get calculated automatically based on data entered in dependent elements.
•   Specific and general rules are applied in the software for instant validation.
•   Generates the instance document quickly after successful validation.

User can now apply for new IPOs (Initial Public Offerings) online . No ASBA (Application Supported by Blocked Amount) , No net banking portal or visiting a bank and submitting a physical application with demat account number is required. Login and apply with details of all IPO’s readily available.

IPO Online from CMOTS supports UPI 2.0 online process. UPI in IPO process has essentially brought in comfort, ease of use and reduced the listing time for IPO.

SEBI has now made it mandatory for all IPOs to be supported by UPI 2.0. This is a much simpler, online process

IPO application using UPI is a step towards digitizing the offline processes involved in the application process by moving the same online. This requires you to have to create a UPI ID and PIN using any of the UPI enabled mobile application (Banks/ Third Party Apps).

For more information visit our website - CMOTS IPO Online

•   Online tracking of forthcoming and current IPO's.
•  Easy way to buy and pay online through UPI ID.
•   Track the status of applied IPO's and alloted IPO's.
•  Integration with BSE exchange.
•  You can send notification of upcoming IPO's to your all customers with your own content.

The Portfolio Tracker is a web-based tool that allows users to track their fixed-income / tenure and non-fixed income / tenure investments and to key in details of investment instruments like

Users can create multiple portfolios by single registration and add / delete instruments in a portfolio. The tracker is in a form of virtual buys and sells whose portfolio worth and returns are based on current market situations by our Stock price, Latest NAV, & Bullion prices.

•  Create and Manage multiple independent Portfolios
•  Get a Unified view of the portfolios
•  Switch between portfolios with ease
•  Organised Menu helps in accessing important functions
•  Maintain portfolio for Multi Assets like Stocks, MF,Commodity,F&O,ULIPS,Insurance,Real Estate, Bullions, Foreign currency
•  Create Watchlists
•  Automatic Adjustments for face value and quantities
•  Short Term and Long Term Profit Statements booked on each scrip
•  Price Movements in scrips in your portfolio, You get the Average Purchase price and the % appreciation over the current price. You can also see the variation in the price of the scrip over one week, one month, one year as also the 52 WH/L

WealthWraps is a one-stop solution for investment management. It has been designed keeping in mind the requirements of an individual investor as well as a portfolio manager. It allows users to track their fixed-income/tenure and non-fixed income/tenure investments such as

For more information visit our website - WealthWraps

• Main Features:
•   Multiple Portfolios
•   Multi Assets
•   EOD /Online Gain Loss Report Watch list
• Watch List:
•   Online Up-dation
•   Auto Adjustments of corporate actions
• Portfolio Views:
•   Reports

Financial planning is a process of meeting your life goals through proper management of finances. Life goals can include buying a house, saving for your child's higher education or planning for retirement. Using these calculators, you can work out where you are now, what you may need in the future and what you must do to reach your goals.

Coming soon

Content Management System (CMS) is a web application facilitating a group of users, usually from different departments in an enterprise, to collaboratively maintain and organize the content of a website in an effective manner.

Web content can include text, images, audio and video. CMS also includes workflow features so that creating, storing, and updating of web pages, along with approval sub-procedures, can be streamlined. In addition, features such as versioning and check-in and check-out auditing are in-built for managing and tracking the updating of web pages.

•   Add / Edit / Delete the users.
•   Super Admin login, to Grant the user permissions.
•   Add / Edit / Delete web page banners.
•   An editor has an option to add/edit/delete the content font option/add hyperlink/table/bullet/numbering / alignment, use of break paragraph etc. with facility to view the same in HTML mode and design mode.
•   Add/ Update of reports.
•   Add/Edit/ Delete SEO data.
•   Manage URL redirections.
•   Option available to embed external link, scripts wherever required.
•   Every page has an option to Active / Deactivate the record.

Watch the market moves with the trusted financial information provider

Download the app for instant access to live and comprehensive news in Equities ,Commodities, Mutual Fund. Commentary on the market at periodic intervals. Financials and market performance of companies with Charts. NAVs, portfolio, AUM and returns of Mutual funds with charts.

•   Easy navigation
•   Quick search option for Equity and Mutual Fund
•   Historical Charts

IFA Transact will provide you seamless and user friendly experience to manage your customers Mutual Fund portfolio.The best way to manage your business with our product strong back-office management which will help you to get the leads of new clients, inculde new sub-broker to expand your business scope, also the automated holdings data process which will make easy to you to track the status of your customers transactions. You can suggest top mutual funds as per client risk using our Robo Advisory feature. We will also provide virtual portoflio for Other Assets(Bonds, Fixed Income, Bullion, Loan).

A Complete mutual fund transaction platform under your brand name with feature loaded to reduce your load.

Access your clients portfolio anytime, anywhere. Get hassel-free online transaction facility and complete back office software for client servicing under your own brand name with a website and mobile app.

Ready to board solution integrated with BSE STAR and NSE NMF with provision to integrate transactions for major registrar- CAMS, KARVY, TEMPLETION and SUNDARAM

For more information visit our website - IFA Transact

•   Client Dashboard (Single and Family based)
•   Back Office Dashboard
•   Family Management
•   Online Transactions
•   On behalf of client transactions facilty.
•   Automated Holding Services
•   Various Reports

CMOTS LMS is systematic process in which incoming leads are managed and track accurately, so that your business process become hassle free.You can check all you business status in one view using our dashboard. Through our product you send notifciations through email and SMS to your leads for your services and busniess updates. We are providing bulk upload facilty to catch bulk lead in your database in one click. LMS is providing user frienldy staff management system. so that you can customize your team as per your needs

For more information visit our website - CMOTS LMS

•   Various options in our master for your business management.
•   User friendly dashboard to track your leads at one view.
•   Bulk lead upload facility.
•   Comprehensive Lead reports

CM SupportDesk a practical and robust support ticket System to reduce chaos and bring order to your support process. Bring all requests under one roof together painlessly and improve your support response time.

For more information visit our website - Issue Tracking system - Tickets

•   Improve Respone time
•   Assign right to support staff
•   Escalte issued online