MProfit Advisor 100
is providing a unified solution for the management of investments, accounting and tax returns. It is an easy to use portfolio management software for financial advisors, CFPs and chartered accountants to manage 100 portfolios/accounts.
About The Company
- It manages all your clients' assets such as stocks, F&Os, MFs, FDs, ULIPs, PPF, property, gold and more
- Manages multiple client families
- Imports data from CAMS, Karvy, contract notes, mutual fund statements, bank statements from over 2100 sources
- Reports for clients such as annualised returns (XIRR), capital gains (with and without indexation), goals, asset allocation & others
- Advanced advisor reports such as AUM and Asset holding client-wise, historical valuation reports
- Provides logins to your clients to view their portfolios on mobiles and desktop
- Provides auto price updates for stocks, F&O and ETFs (15 minute delay) and daily mutual fund NAVs
- Manages 100 Portfolios/accounts
MProfit is a leading portfolio management and accounting software provider. The company has delivered more than 75000+ downloads effectively with high quality accounting services catering to Indian Retail Investors, Accountants, CAs, Corporates, Investment advisors, Insurance advisors, sub brokers and many more.