About MProfit for Financial Advisors
MProfit for Financial Advisors is a portfolio management tool for tracking client investments across multiple asset classes.
MProfit for Financial Advisors is a comprehensive portfolio management platform designed for financial advisors, distributors, and brokers in India. It enables professionals to consolidate and track client investments across a wide range of asset classes, including stocks, mutual funds, F&O, and alternative investments. A key strength is its powerful automation, which supports auto-importing transaction data from over 700 brokers. The platform provides clients with their own web and mobile access to view real-time portfolio performance. For advisors, it offers advanced analytics, including XIRR calculations, asset allocation insights, and detailed capital gains reports formatted for Indian tax filing. The product is a cloud-based SaaS solution with dedicated mobile apps for iOS and Android. While pricing is not directly listed on the site, it is available upon request for wealth professionals.
Pros & Cons
- Consolidates a wide range of asset classes into a single view.
- Automates data import from over 700 Indian brokers.
- Provides detailed capital gains reports formatted for Indian tax returns.
- Offers clients mobile and web access to their own portfolios.
- Supports branding with the advisor's logo for client-facing views.
- Pricing for wealth professionals is not publicly listed and requires contact.
- Live stock price updates have a 15-minute delay.
- Primarily focused on the Indian market and investment instruments.
Features
Key features
Manage and track client investments in Stocks, F&O, Mutual Funds, Bonds, Insurance, PMS, AIF, and more.
Auto-imports transaction files from over 700 brokers and supports various file formats (PDF, Excel, CSV).
Provide clients with web and mobile app access to track their real-time portfolio valuations and reports.
Generate long-term, short-term, and intra-day Capital Gain reports in ITR format, compatible with tax software like ClearTax.
View Annualised Return (XIRR), asset allocation, AUM insights, and historical valuation reports.
Additional features
Receive updates for dividends, bonuses, splits, mergers, and demergers for stocks.
Get live price updates for Stocks and ETFs (15-min delay) and daily NAV updates for Mutual Funds.
Manage Stock, Currency & Commodity F&O positions, import contract notes, and track realised/unrealised profit and loss.
Display your own logo in client logins and reports for branding purposes.
Use the web application on any computer or the Android & iOS apps for on-the-go portfolio tracking.
View unrealised capital gains to understand a client's tax liability before selling an asset.
Access historical end-of-month valuations for Stock and Mutual Fund portfolios.
Manage multiple portfolios and create groups to view consolidated holdings for families or categories.
Pricing
Countries & Languages
Available in
Interface languages
No reviews yet
Be the first to drop a review
Alternatives to MProfit for Financial Advisors
Zofi Cash
Zofi Cash is a financial management software from Zofi Cash that provides tools for personal…
SecondSTAX
SecondSTAX is a financial software platform from SecondSTAX that provides investment portfolio analysis. It includes…
MTN Homeland
MTN Homeland is a digital remittance and airtime transfer platform developed by MTN MoMo to…
Tynka Global
Tynka Global is an investment platform from Tynka Global that helps users find businesses to…
Spot something wrong or outdated?
Suggest a correction — a reviewer verifies every change.
About MProfit for Financial Advisors
MProfit for Financial Advisors is a portfolio management tool for tracking client investments across multiple asset classes.
MProfit for Financial Advisors Details
MProfit for Financial Advisors's In-App Market Place
Does MProfit for Financial Advisors have an in-app market place?
Yes
How many Mini-Apps in the marketplace?
0
Mini Apps
Pricing Options
Accepted Payment Currencies
Pros & Cons
- Consolidates a wide range of asset classes into a single view.
- Automates data import from over 700 Indian brokers.
- Provides detailed capital gains reports formatted for Indian tax returns.
- Offers clients mobile and web access to their own portfolios.
- Supports branding with the advisor's logo for client-facing views.
- Pricing for wealth professionals is not publicly listed and requires contact.
- Live stock price updates have a 15-minute delay.
- Primarily focused on the Indian market and investment instruments.
MProfit for Financial Advisors's Support Options
MProfit for Financial Advisors's Alternatives
Zofi Cash
Zofi Cash is a financial management software from Zofi Cash that provides tools for personal…
SecondSTAX
SecondSTAX is a financial software platform from SecondSTAX that provides investment portfolio analysis. It includes…
MTN Homeland
MTN Homeland is a digital remittance and airtime transfer platform developed by MTN MoMo to…
Tynka Global
Tynka Global is an investment platform from Tynka Global that helps users find businesses to…
