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MProfit Advisor 500 - Portfolio Management Software for Financial Advisors

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Rs  13,570
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Highlights

  • .
  • Software Type : Portflio Management and Accounting
  • Number Of Users Allowed : 1
  • Number Of Years Validity : 1
  • Warranty : -
  • Edition : -
  • System Requirements-Os Required : Windows XP, Windows 7, Windows 8, Windows 8.1
  • Hardware Requirements : -
  • Weight : -
  • SUPC: SDL405840996

Other Specifications

Other Details
Country of Origin or Manufacture or Assembly India
Common or Generic Name of the commodity Billing / CRM Software
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Description

Portfolio Management Software for financial advisors to manage 500 Portfolio and Accounts. Its manage all your clients' assets such as Stocks, MFs, FDs, ULIPs, PPF, Property, Gold and more - Manage multiple client families. Its import data from CAMS, Karvy, digital contract notes and over 1800 sources - Reports for clients such as annualized 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 provide logins to your clients to view their portfolios on mobiles and desktops - Auto price updates for stocks, F&O, ETFs (15 minute delay) and daily mutual fund NAVs - Manage 500 Portfolios and Accounts.

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The images represent actual product though color of the image and product may slightly differ.

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