MProfit Advisor 100 Portfolio Management Software for Financial Advisors

MProfit Advisor 100 Portfolio Management Software for Financial Advisors (1 Year)

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MProfit Advisor 100 Portfolio Management Software for Financial Advisors  (1 Year)

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₹7,670
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  • EMI starting from ₹255/month
  • Delivery
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    Highlights
    • Manage 100 Portfolios
    Services
    • No Returns Applicable
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    • Cash on Delivery available
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    Seller
    MProfit
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  • 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.
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    Specifications
    General
    Type
    • Advanced Portfolio Management and Accounting
    Digital
    • No
    Media Format
    • CD-ROM
    Number of Disks
    • 1 CD
    Tools
    • Portfolio Management Software for Financial Advisors, Manage all your clients? assets such as Stocks MFs FDs ULIPs PPF Property Gold 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 and others, Advanced advisor reports such as AUM and Asset holding client-wise as well as historical valuation reports, Auto price updates for stocks F&O and ETFs (15 minute delay) and daily mutual fund NAVs, Manage 100 portfolios
    Languages Supported
    • English
    Number of Devices
    • 1 PC License
    System Requirements
    Operating System
    • Windows XP, Windows 7, Windows 8, Windows 8.1
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