MProfit Advisor 200 Portfolio Management Software for Financial Advisors (1 Year)

MProfit Advisor 200 Portfolio Management Software for Financial Advisors (1 Year) (1 Year)

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MProfit Advisor 200 Portfolio Management Software for Financial Advisors (1 Year)  (1 Year)

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Highlights
  • Manage 200 Portfolios
Description
MProfit Advisor is an easy to use Portfolio Management Software for Financial Advisors. Manage all your clients assets such as stocks, MFs, Bonds, 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 & 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 200 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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