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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 Collective?

Employing an exchange alongside Collective's exchange fund and a non-recourse exchange loan can greatly reduce the risks tied to holding a single stock, significantly boost your after-tax liquidity, and simplify the process when compared to a conventional stock sale. Unlike the traditional route of selling your stock, which involves the tedious tasks of finding a broker, securing a buyer, negotiating terms, and preparing requisite documents, an exchange loan presents a quick and efficient solution. The entire procedure can be completed online in just five minutes, making it an appealing option. Additionally, opting for a stock sale might lead to tax liabilities of up to 46% on your profits, whereas neither converting shares into the fund nor utilizing an exchange loan triggers capital gains taxes. Moreover, by transferring shares into the fund instead of selling, you can take advantage of the long-term growth potential offered by a portfolio of exceptional unicorns while still having access to liquidity when needed, thereby crafting a compelling investment strategy. This innovative approach not only increases financial flexibility but also supports long-term investment aspirations, making it a smart choice for savvy investors. Ultimately, this strategy allows for a balanced approach to both immediate needs and future growth.

Media

Media

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

Collective Liquidity

Company Location

United States

Company Website

www.collectiveliquidity.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

Categories and Features

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