Advisors

MProfit Advisor is perfect for Independent Financial Advisors (IFAs)


Manage 100’s of portfolios and families
Manage all your clients assets such as stocks, MFs, FDs, ULIPs, gold and more
Import data from CAMS WBR2, Karvy 221, stock transactions and much more [ more details... ]
Auto price updates for stocks, mutual funds and ETF NAVs
Advisor specific reports such as AUM, asset holding clientwise, due dates and more
Add your company logo to reports you create for your clients

 

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