MProfit Advisor 500 Portfolio Management Software for Financial Advisors(1 Year)

Description

MProfit Advisor is an easy to use Portfolio Management Software for Financial Advisors. Manage all your clients assets such as stocks, F&O, MFs, Bonds, FDs, ULIPs, PPF, property and more. Manage multiple client families. Import data from CAMS, Karvy and over 1000 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. Provide logins to your clients to view their portfolios on mobiles and desktop. Auto price updates for stocks, F&O and ETFs (15 minute delay), daily listed bond prices and mutual fund NAVs.