Ratings and Reviews 0 Ratings
Ratings and Reviews 0 Ratings
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What is MProfit Advisor?
MProfit allows users to easily manage all their investment activities from a unified platform. With the ability to import financial data from over 700 brokers and institutions, detailed portfolio reports can be generated, and capital gains can be formatted for income tax returns. This comprehensive tool facilitates the management of a diverse range of asset classes, including stocks, derivatives, mutual funds, bonds, fixed deposits, NPS, and AIF. It is available on web, desktop, and mobile devices for both Android and iOS, ensuring accessibility for all users. In addition to managing investments across different categories, MProfit enables users to create individual portfolios and group them for a holistic overview of their holdings. Financial advisors can also utilize the platform to categorize and organize client investments into family-wise and category-wise portfolios. Furthermore, the system simplifies the investment management process by automatically importing contract notes and back-office files for stocks and derivatives from a vast array of brokers. Thus, MProfit not only streamlines investment tracking but also enhances the overall experience for both individual investors and financial advisors, making it an indispensable tool in modern investment management.
What is Bareksa?
Investing in mutual funds and state securities (SBN) provides a simplified and user-friendly approach to managing your finances. You can easily start your investment journey in mutual funds and SBN within minutes, as registration does not require any physical documentation. Bareksa is recognized as the first investment application to obtain an APERD license from OJK, setting it apart in the market. Investors can choose from a diverse selection of premium sharia and conventional mutual fund options available in Indonesia. You can either simulate your desired investment product or explore the Top Product page, which Bareksa continuously evaluates for quality assurance. Contributions to state securities are entirely secure, with monthly returns credited directly to your account. Moreover, Bareksa allows you to invest in mutual funds without incurring any fees, giving you the freedom to make additional contributions or withdrawals whenever you wish, without facing any time limits or penalties. This level of flexibility not only appeals to new investors but also caters to the needs of seasoned investors, making Bareksa an excellent platform for anyone looking to enhance their investment portfolio. Ultimately, the combination of convenience, security, and no hidden costs underscores Bareksa's commitment to empowering investors in their financial endeavors.
Integrations Supported
Additional information not provided
Integrations Supported
Additional information not provided
API Availability
Has API
API Availability
Has API
Pricing Information
$40 per month
Free Trial Offered?
Free Version
Pricing Information
Pricing not provided.
Free Trial Offered?
Free Version
Supported Platforms
SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux
Supported Platforms
SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux
Customer Service / Support
Standard Support
24 Hour Support
Web-Based Support
Customer Service / Support
Standard Support
24 Hour Support
Web-Based Support
Training Options
Documentation Hub
Webinars
Online Training
On-Site Training
Training Options
Documentation Hub
Webinars
Online Training
On-Site Training
Company Facts
Organization Name
MProfit Software
Company Location
India
Company Website
www.mprofit.in/
Company Facts
Organization Name
Bareksa
Date Founded
2013
Company Location
Indonesia
Company Website
www.bareksa.com
Categories and 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