Mprofit Advisor 200 Portfolio Management Software 1 PC 1 Year(CD)

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• Portfolio Management Software for Financial Advisors
• Manage all your assets such as stocks, F&O, MFs, Bonds, FDs, ULIPs, PPF, property and more
• Manage multiple client families
• Import data from CAMS Karvy and over 1000 sources
• Reports for clients such as annualised returns (XIRR) Capital gains (with and without indexation) Goals Asset allocation and others

Product Description

MProfit Advisor 200 is an easy to use Portfolio Management Software for Financial Advisors to manage 200 Portfolios/Accounts.Manage all your assets such as stocks, F&O, MFs, Bonds, FDs, ULIPs, PPF, property and more. Manage multiple client families. Import data from CAMS, Karvy and over 1000 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 200 Portfolios