MProfit Advisor Description

MProfit enables you to effortlessly oversee all your investment activities from a single platform. You can import your financial data from over 700 brokers and institutions, allowing you to access detailed portfolio reports and receive your capital gains formatted for ITR. With MProfit, investments across various asset classes such as stocks, derivatives, mutual funds, bonds, fixed deposits, NPS, and AIF can be effectively managed. This versatile tool is accessible across web, desktop, and both Android and iOS mobile devices. Not only can you manage your investments in various categories, but you can also maintain individual portfolios and group them for a comprehensive view of your holdings. Additionally, advisors have the capability to organize client investments into category-wise and family-wise portfolios. The platform also offers the convenience of automatically importing contract notes and back-office files for stocks and derivatives from more than 700 brokers, streamlining the investment management process for users. Overall, MProfit is designed to simplify and enhance the investment tracking experience for both individual investors and financial advisors alike.

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Pricing

Pricing Starts At:
$40 per month
Free Version:
Yes
Free Trial:
Yes

Integrations

No Integrations at this time

Reviews

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Company Details

Company:
MProfit Software
Headquarters:
India
Website:
www.mprofit.in/

Media

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Product Details

Platforms
Web-Based
Windows
Mac
iPhone App
iPad App
Android App
Types of Training
Training Docs
In Person
Customer Support
Business Hours
Live Rep (24/7)
Online Support

MProfit Advisor Features and Options

Stock Portfolio Management Software

Billing & Invoicing
Client Management
Data Warehousing
For Investment Advisors
For Traders
Order Management
Portfolio Accounting
Portfolio Rebalancing
Risk Management
Tax Management
Technical Analysis
Wash Sale Detection

MProfit Advisor User Reviews

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