I am using your software for last two year and had used many software prior to that. Your software is best and worth for every penny I paid to you. About after sales service, again you people are always available to help us immediately which is highly appreciated. In today’s market there are very few service provider who adhere to such a high standard and Good services. Highly Appreciated.
Pinnacle Financial Services
The financial software, in my humble and honest opinion, is one of the finest software of its kind. It is good enough for both alike, small investor as well as HNIs. This is because it provides easy interface and menus for data entry, edit and deletions as needed. All the reports required are available and also in excel format. Data can be imported from the banks and share brokers directly online or through statements and contract notes. It keeps itself updated and wherever there is a road block or difficulty, the support team is available to help & guide on phone or email.
I liked this software for the various reasons briefed below : –
1) It is very cost effective. Especially when financial / investment planning is increasingly turning institutionalized & margins are wafer thin, the small agents / sub brokers like me cannot simply afford to spend money on technological inputs & ultimately we lag behind.
2) This software enables the user track the investments on a continuous basis & it helps us review the client’s portfolio effortlessly.
3) It is very user friendly, be it a customer or the agent like me, we both find it very simple to use & operate.
Sandeep V Puntambekar
I am using this software from past two years for managing family accounts. It is user friendly software and self explanatory but when in need excellent staff support also provided. Compare to other softwares this is the best available in the market.
MProfit is a last stop solution for wealth managers. It is simple to use and the report templates are easy to follow for a layman.
We received excellent support not only at the time of installation but continue to receive the same level of support during each software upgrade. They stand behind their product by offering constant improvements in functionality.
As a next level, I would like to see MProfit integration with social media, product integration (API / Upload option) with third party portfolio analytically tools, financial planning software and the like.
Happy to be your client.
M. S. Shabbir, MD, SenSage Financial Services Pvt. Ltd
Its been 3 years now I am using MProfit PMS application and will continue to use it as its the best available in market at cheapest price.
The response for queries and ECN issues has been amazing – very quick response and resolution.
I appreciate hard work and efforts of MProfit team and recipocate with tons of thanks to them.
We at Prakem sincerely Appreciate the response/services/updates & eagerness to comply with requirement on requests, we also are quite comfortable using your software MProfit for equities presently, & frankly speaking we are yet to use the software to its fullest potential but sooner we intend to use most of the features/options available in your software.
1) Your software is quite user friendly & easy to import the trades/files
2) Your services & responses too have been prompt & supportive
3) Reports too are quite good & as per requirements
4) We would appreciate if you could also come out with option of updating BSE rates, as most of our trades/business is executed through BSE
5) It’s useful for our Investors as they can keep track of their portfolios live & online
6) Presently we have been using this for equity, along with our back offices financial accounting purposes & sooner we Intend to add on all our mutual fund database too & we shall expect same support & response from your team
7) Going forward we shall keep you updated & informed on our requirements/modifications in soft wares if any & hope & expect you too shall comply with same on feasibilities
8) Over all we are presently quite satisfied & appreciate your services & look forward for same in future as well.
Kedar Kulkarni, Prakem Investments
I want to divide the review in two parts.
Part One: many advisers are entering mutual fund and stock broker industry. For starter, MProfit can be an excellent cost-efficient Back office tool to provide valuation and other reports to clients.
Part Two: Regulatory changes are forcing many to become advisers in true-sense. Such advisers need to gather various information from various intermediaries for all family members. MProfit makes life easier to gather such information with click of a button thanks to various import templates. Various reports can help to make decision on future investments or liabilities.
Accounting module is well thought addition. There is gap in service. Investment adviser and account/book keeping persons are different. So there is a chance of wrong book keeping. This module can help to address the same.
No one is perfect. So does software. But the team is future looking and making sure to provide nearest to perfect software in shortest time period. Three cheers for them.
MProfit is the best Portfolio software utilised by me since from last 5 years and now Accounting feature is most useful because all stock and mutual fund transaction directly import in account book, very helpful. This is one of the best software for me. It offer a wide range of solutions and features in a single package. All services offer something different and have strengths in particular areas.
Sanjay R. Agrawal
Fantastic piece of software which helps get a consolidated view of all your holdings. Earlier you had to rely on a broker or financial planner to give this information, now with a few clicks and easy upload of data you can manage your own finances better. The support staff has also been very friendly and go out of their way to try and fix any issue (not that there are many). All in all a good piece of software at an attractive price point. Look forward to renewing for 3 years at a go if possible !!
You application is awesome and it does what it should do.
MProfit deserves a Perfect Ten rating. It takes just moments to import contract notes as well as output reports for every conceivable need of the investor. Moreover the customer service team delights in incorporating improvements every now & then. It saves loads of paperwork & hours of fretting. Makes monitoring one’s portfolio an absolute breeze.
I have been using MProfit for the past 2 years and found it extremely useful. While the PMS section gives me a birds eye view of all my assets along with the detailed view of each asset, the accounting section gives me the assets / liabilities view along with details of my cashflow. This gives me full control of my investments and finances and provides valuable inputs for my financial planning.
I am very happy with the product and delighted with the support team. The responses from the support team has been swift and relevant. Overall it has been a great experience.
I use your MProfit Pro-Version 9.4 and its very helpful in keeping tracks of various investments
It is an excelent product and I would be happy to continue the same.
Dilip N Kulkarni
It’s a fabulous and great software, very user-friendly and involves the latest features. I am using this software for last couple of years and I am very happy to use it. The support team is excellent and very quick in providing solution to any problem related to the software. Overall I am very happy with their service & I will continue to use the MProfit software.
I am really impressed with this software. I have been using the software for more than 2 years and find it very user friendly, contract note import tool for both Cash segment and F&O from various brokers across the country. The import contract note tool is very handy and saves me a lot of time when managing multiples portfolios. The report section has made it very easy to calculate and analyse my trades, P/L, expenses and reports.
MProfit team has done an excellent job by creating this highly user friendly and trader savvy software.
Overall I would rate 9 out of 10 to this software.
I have purchased the license in August-14, and found the software fantastic – easy and user friendly -for use. We are a family having significant investments in stocks & MF, have organized all our data with the software, which was otherwise scattered in excel sheets.
The main aspect is the excellent support by the team, who have always helped to resolve all queries/ requirements at priority. Thank you very much and Wish You all the Best for Future!
After testing for almost 2 years, I must say I am impressed with the features especially integraion, the frequency of improvements and bugs fixes and the prompt support the MProfit team has provided. Remember to keep the product light (on disk space), with frills-free features and quick to use – difficult but necessary as the product grows. I would recommend for improving the UI with bright colours.