Ratings and Reviews 0 Ratings

Total
ease
features
design
support

This software has no reviews. Be the first to write a review.

Write a Review

Ratings and Reviews 1 Rating

Total
ease
features
design
support

Alternatives to Consider

  • Sharesight Reviews & Ratings
    541 Ratings
    Company Website
  • eToro Reviews & Ratings
    30,846 Ratings
  • Capitalcore Reviews & Ratings
    76 Ratings
    Company Website
  • Coinbase Reviews & Ratings
    10 Ratings
    Company Website
  • IUX Reviews & Ratings
    900 Ratings
    Company Website
  • CoinStats Reviews & Ratings
    101,065 Ratings
    Company Website
  • TradingView Stock Widgets Reviews & Ratings
    16 Ratings
    Company Website
  • Dynamo Software Reviews & Ratings
    68 Ratings
    Company Website
  • Gemini Credit Card Reviews & Ratings
    2 Ratings
    Company Website
  • WiseStamp Reviews & Ratings
    706 Ratings
    Company Website

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 Charles Schwab?

Easily handle your investments and execute trades with the assistance of Schwab. You have the flexibility to trade a diverse array of financial instruments, including stocks, options, bonds, mutual funds, and ETFs. With Schwab's user-friendly website and mobile app, you can monitor your account effortlessly from any location at any time. The platform provides a comprehensive suite of online tools that aid in screening and evaluating investments, as well as in crafting a personalized financial strategy. Should you require guidance, our team of financial experts is readily available, and you can also access support at a nearby branch. Our trading platforms, whether accessed through the web or mobile devices, are designed to ensure an optimal trading experience. If you aim to enhance your trading skills or venture into new areas, you can connect with a community of fellow trading enthusiasts. With a simple touch, face ID, or your saved passcode, it’s easy to check your portfolio balance, which includes assets beyond what’s held at Schwab, along with your holdings and statements. Depositing checks into your eligible Schwab Bank or brokerage accounts is straightforward—just take a few pictures. In addition, you can swiftly review your positions and trade various assets like stocks, ETFs, mutual funds, and options, all while benefiting from the latest technological conveniences. Schwab not only simplifies trading but also empowers you to take control of your financial future.

Media

Media

Integrations Supported

Claritus
Maxima
Moneytree
Motileo
NVSTly
Obol
PinkLion
ProTracker Advantage
ProTracker RMD
Provisian
Riskalyze
SmartOffice
StreetSmart Edge
Taiki
TradeZella
Trademetria
TradersPost
TradingDiary Pro
Utluna
Wealth.com

Integrations Supported

Claritus
Maxima
Moneytree
Motileo
NVSTly
Obol
PinkLion
ProTracker Advantage
ProTracker RMD
Provisian
Riskalyze
SmartOffice
StreetSmart Edge
Taiki
TradeZella
Trademetria
TradersPost
TradingDiary Pro
Utluna
Wealth.com

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

Charles Schwab

Date Founded

1973

Company Location

United States

Company Website

www.schwab.com/brokerage

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

Popular Alternatives

Popular Alternatives

ProTracker RMD Reviews & Ratings

ProTracker RMD

ProTracker Software, Inc.
Fund Manager Reviews & Ratings

Fund Manager

Beiley Software