MProfit AdvisorMProfit Software
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TRoboTradency
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Related Products
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About
With MProfit, you can seamlessly track all your investments in one place. Import your data to MProfit from 700+ brokers & financial institutions, view insightful portfolio reports and get your capital gains in ITR format. With MProfit, you can seamlessly manage investments in stocks, F&O, mutual funds, bonds, fixed deposits, NPS, AIF & various other assets. MProfit is available on web, desktop and Android & iOS mobile devices. Manage your investments in Stocks, F&O, Mutual Funds, Traded Bonds, Fixed Deposits, NPS, PMS, AIF & many other asset classes. Manage your investments in Stocks, F&O, Mutual Funds, Traded Bonds, Fixed Deposits, NPS, PMS, AIF & many other asset classes. Investors can maintain individual portfolios and create portfolio groups to view consolidated holdings. Advisors can maintain client investments in category-wise & family-wise portfolios. Auto-import contract notes & back-office files for Stocks and F&O from 700+ brokers.
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About
Beautiful, and innovative site supported for mobile and web view. Test portfolios before publishing and start with 5-year portfolio performance. Set a risk, name, and description per portfolio. Add your disclaimer to the site. A questionnaire page to help the customer find an associated portfolio to his risk. Allocate any USA exchanges based assets to the portfolio. Evaluate the portfolio performance on different time frames, and switch status to "visible" when done. Share your TRobo site URL with your prospects. Embed the preview portfolios widget on your website as a trigger for potential customers to visit your TRobo site.
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Audience
Enterprises in search of a stock portfolio management solution to track and manage all their investments
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Audience
Stock portfolio management platform for financial advisors wanting to grow their business and attract new customers
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Support
Phone Support
24/7 Live Support
Online
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Support
Phone Support
24/7 Live Support
Online
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API
Offers API
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API
Offers API
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
$40 per month
Free Version
Free Trial
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Pricing
$79 per month
Free Version
Free Trial
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Reviews/
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Reviews/
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Training
Documentation
Webinars
Live Online
In Person
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Training
Documentation
Webinars
Live Online
In Person
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Company InformationMProfit Software
India
www.mprofit.in/
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Company InformationTradency
Founded: 2005
United States
www.tradency.com/trobo
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Alternatives |
Alternatives |
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Categories |
Categories |
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Stock Portfolio Management Features
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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Integrations
No info available.
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Integrations
No info available.
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