Introduction to Software Installation:  Installation of Portfolio Management System is very easy and User friendly.  Software gets Installed in very less time with few clicks only.  Prerequisite setups: If prerequisite setups are not available in your Computer, installable setup files for those are readily available in Software CD. Portfolio Management System

Prerequisites: Following is the Only prerequisite for Installation of Portfolio Management System. Microsoft Dot Net Framework 3.5 If ‘Microsoft Dot Net Framework 3.5’ is not available in your Computer, then installable setup is readily available within the CD. Portfolio Management System

Welcome to Portfolio Management System Installation: Portfolio Management System Please insert Portfolio Management System CD in CD drive. It will automatically display following Screen. Click on ‘Next’ button to proceed to License Agreement Screen.

License Agreement Screen: Portfolio Management System Clicking ‘Cancel’ button will discontinue installation. Please read ‘License Agreement’ carefully.

License Agreement Screen Continued… Portfolio Management System Clicking ‘Next’ button will continue installation. Clicking ‘I Agree’ will enable ‘Next’ button.

Customer Information Screen: Portfolio Management System Please enter ‘Serial number’ available on CD. This page will display Customer Information like his Computer Name and Organization.

Customer Information Screen Continued… Portfolio Management System Please click on ‘OK’ button and re-enter ‘Serial number’ correctly. Click on ‘Next’ button to continue. If incorrect Serial Number is entered, following Error message will be displayed.

Select Installation Folder Screen: Portfolio Management System Please click on ‘Next’ button to continue. This screen facilitates User to change ‘Folder’ Location and ‘System Users’ if required.

Confirm Installation Screen: Portfolio Management System Please click on ‘Next’ button to continue. This screen requests to Confirm installation.

Installing Portfolio Management System Screen: Portfolio Management System Application will be installed very quickly and Installation Complete Screen will be displayed. This screen shows the Progress of installation.

Installation Complete Screen: Portfolio Management System Click ‘Close’ button to Exit. Shortcut of this Software will be automatically created on your Desktop. Clicking shortcut will open Login Screen. Portfolio Management System is successfully installed in your Computer.

Login Screen: Portfolio Management System Once you Login as ‘Admin’ you can define Users, and Roles. For further details please refer User Manual. For First time Login enter User Name and Password as ‘admin’. Select Role as ‘Admin’ to Continue.

Portfolio Management System Frequently Asked Questions - Following are some selected Frequently Asked Questions. All Frequently Asked Questions are available in our website. How Portfolio Management System is helpful for me? It is very unique and advantageous software for tracking Investment transactions. It is very easy to take backup and restore application data. Keeping cheque transactions is easily manageable. It also supports multiple currencies. Whether Portfolio Management System needs to be installed on every client machine? Portfolio Management System is purely window based system. It has to be installed on every client machine.

Frequently Asked Questions Continued… What security does Portfolio Management System provide to Users? Every User is given special rights depending on which User can be restricted to certain modules / functionalities. Thus it ensures User will not be able to do much more than he is authenticated to do. Is my data secured from outside the world? Yes, database will install in your territory. So you can provide all security to your server where it has been installed. Portfolio Management System

Development Centre Panoramic Universal Limited, Plot No. X-5/3, Techno city, 11th Floor, , Opp.MBP, MIDC, Mahape, Navi Mumbai Phone #: / Corporate Office Panoramic Universal Limited, Aman Chambers, 4th Floor, Opp. Bengal Chemicals, Prabhadevi, Mumbai – Phone #: Website: Contact Us Portfolio Management System

Thank You Portfolio Management System