MProfit Advisor

MProfit Advisor

MProfit Software
TRobo

TRobo

Tradency
+
+

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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.

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.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Enterprises in search of a stock portfolio management solution to track and manage all their investments

Audience

Stock portfolio management platform for financial advisors wanting to grow their business and attract new customers

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

$40 per month
Free Version
Free Trial

Pricing

$79 per month
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

MProfit Software
India
www.mprofit.in/

Company Information

Tradency
Founded: 2005
United States
www.tradency.com/trobo

Alternatives

Alternatives

Diversiview

Diversiview

LENSELL
Fund Manager

Fund Manager

Beiley Software
MarketRisk

MarketRisk

Dacris Software

Categories

Categories

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

Integrations

No info available.

Integrations

No info available.
Claim MProfit Advisor and update features and information
Claim MProfit Advisor and update features and information
Claim TRobo and update features and information
Claim TRobo and update features and information