Elevate Your
Portfolio Management
Seamlessly track and analyze your investments with our sophisticated portfolio management module
Detailed Features Section
Portfolio Tracking
Track portfolios at different levels including Registrar, Asset Management Company, Scheme, Branch, RM, and Investor. Capture essential registrar feeds like investor details, transaction, and brokerage details.
Portfolio Analysis
Analyze asset allocation, top equity & debt holding, sector exposure, XIRR returns, and send portfolio reports to clients on-the-go.
Portfolio Reporting
View Family portfolio and Capital Gain. Generate XIRR and CAGR reports. Present a complete Portfolio for your clients with a single click.
Feature Highlights
Investment Records Management : Maintain a detailed transaction history for an unlimited number of investments and portfolios. Keep track of purchases, redemptions, distributions, and transfers with ease.
Automated Price Updates : Stay updated with daily and historical prices retrieved directly from the internet.
Customization and Accessibility
Admin Reports : Gain comprehensive insights and analytics with our Admin Reporting Tool. Enhance your brand presence with our White-labelled Mutual Fund Distribution Platform.
Testimonials
Showcase testimonials from satisfied clients who have benefited from your Basic Portfolio Details feature
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Your Portfolio Management?
Get in touch with us to learn more about our cutting-edge portfolio management module.
