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Average Ratings 0 Ratings
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.
Description
In today's landscape, RIA firms are challenged to adapt swiftly to the dynamic demands of their clients while maintaining high operational efficiency. Financial advisors face increasing demands to enhance their client portfolios to keep pace with escalating expenses. To remain competitive, firms can leverage NetWorth’s innovative digital solutions, which streamline workflows, improve client engagement, and integrate operational and investment management seamlessly. The NetWorth Advising Platform is pivotal for RIAs, enabling them to capitalize on the burgeoning field of Alternative Investments through advanced asset management and reporting features. Clients are increasingly seeking investment options that address their retirement income shortfalls and offer sustainable long-term returns, which has elevated the significance of Alternative Investments in the financial sector. As a result, RIAs that effectively utilize these tools can position themselves more favorably in an ever-evolving market.
API Access
Has API
API Access
Has API
Integrations
No details available.
Integrations
No details available.
Pricing Details
$40 per month
Free Trial
Free Version
Pricing Details
No price information available.
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
MProfit Software
Country
India
Website
www.mprofit.in/
Vendor Details
Company Name
NetWorth Services
Founded
1997
Country
United States
Website
networthservices.com
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
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