Mprofit Advisor 500 Portfolio Management Software 1 PC 1 Year(CD)

  • Portfolio Management Software for Financial Advisors, Stock and Sub-brokers and CAs
  • Manage all your assets such as stocks, F&O, MFs, Bonds, FDs, ULIPs, PPF, property and more
  • Manage multiple client families
  • Import contract notes, mutual fund statements and bank statements from over 2000 sources
  • Reports for clients such as annualised returns (XIRR) Capital gains (with and without indexation) Goals Asset allocation and others

MProfit Advisor 500 is an easy to use Portfolio Management Software for Financial Advisors,Stock and Sub-brokers and CAs to manage 500 portfolios/accounts. Manage all your assets such as stocks, F&O, MFs, Bonds, FDs, ULIPs, PPF, property and more. Manage multiple client families. Import contract notes, mutual fund statements and bank statements from over 2000 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. Manage 500 Portfolios.

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