Sale! MProfit Advisor 100 - Portfolio Management Software for Financial Advisors View larger

MProfit Advisor 100 - Portfolio Management Software for Financial Advisors

New product

Rs. 7,000.00

More info

Portfolio Management Software for financial advisors to manage 100 Portfolio and Accounts. Its manage all your clients39 assets such as Stocks MFs FDs ULIPs PPF Property Gold and more Manage multiple client families. Its import data from CAMS Karvy digital contract notes and over 1800 sources Reports for clients such as annualized returns XIRR Capital gains with and without indexation Goals Asset allocation and others advanced advisor reports such as AUM and Asset holding client wise as well as historical valuation reports provide logins to your clients to view their portfolios on mobiles and desktops Auto price updates for stocks FO ETFs 15 minute delay and daily mutual fund NAVs Manage 100 Portfolios and Accounts.