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Average Ratings 0 Ratings

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ease
features
design
support

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Write a Review

Description

We foresee a world where every kind of asset is either directly issued on blockchains or exists in a tokenized form. This vision is anchored by a comprehensive, enterprise-level platform designed to secure, trade, and facilitate investments in digital assets. Institutions demand robust, reliable services that can efficiently store, conduct transactions, and provide support for their digital asset portfolios. While such services are easily accessible for traditional assets like stocks and bonds, they are still developing for the fast-growing digital asset sector. Fidelity stands as a trusted partner for countless institutions and financial intermediaries, and through its Fidelity Digital Assets division, it has broadened its offerings to provide a dependable and secure environment for this new asset class. Being one of the most prominent and multifaceted financial services firms globally, Fidelity Investments boasts over $7 trillion in client assets under management and handles more than 1.3 million trades daily, underscoring its significant role in the evolving financial landscape. As the digital asset market continues to mature, Fidelity is poised to further enhance its services and support for institutional investors.

Description

MProfit enables you to effortlessly oversee all your investment activities from a single platform. You can import your financial data from over 700 brokers and institutions, allowing you to access detailed portfolio reports and receive your capital gains formatted for ITR. With MProfit, investments across various asset classes such as stocks, derivatives, mutual funds, bonds, fixed deposits, NPS, and AIF can be effectively managed. This versatile tool is accessible across web, desktop, and both Android and iOS mobile devices. Not only can you manage your investments in various categories, but you can also maintain individual portfolios and group them for a comprehensive view of your holdings. Additionally, advisors have the capability to organize client investments into category-wise and family-wise portfolios. The platform also offers the convenience of automatically importing contract notes and back-office files for stocks and derivatives from more than 700 brokers, streamlining the investment management process for users. Overall, MProfit is designed to simplify and enhance the investment tracking experience for both individual investors and financial advisors alike.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Umee

Integrations

Umee

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

$40 per month
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

Fidelity Digital Assets

Founded

2014

Country

United States

Website

www.fidelitydigitalassets.com

Vendor Details

Company Name

MProfit Software

Country

India

Website

www.mprofit.in/

Product Features

Product Features

Stock Portfolio Management

Billing & Invoicing
Client Management
Data Warehousing
For Investment Advisors
For Traders
Order Management
Portfolio Accounting
Portfolio Rebalancing
Risk Management
Tax Management
Technical Analysis
Wash Sale Detection

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