Ratings and Reviews 0 Ratings

Total 0 out of 5 stars
ease 0 out of 5 stars
features 0 out of 5 stars
design 0 out of 5 stars
support 0 out of 5 stars

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

Write a Review

Ratings and Reviews 0 Ratings

Total 0 out of 5 stars
ease 0 out of 5 stars
features 0 out of 5 stars
design 0 out of 5 stars
support 0 out of 5 stars

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

Write a Review

Alternatives to Consider

  • Sharesight Reviews & Ratings
    4.0 out of 5 stars 566 Ratings
    Company Website for Sharesight
  • QUODD Reviews & Ratings
    5.0 out of 5 stars 1 Rating
    Company Website for QUODD
  • Framnex Reviews & Ratings
    5.0 out of 5 stars 1 Rating
    Company Website for Framnex
  • RealEstateAPI (REAPI) Reviews & Ratings
    4.9 out of 5 stars 58 Ratings
    Company Website for RealEstateAPI (REAPI)
  • Capitalcore Reviews & Ratings
    5.0 out of 5 stars 90 Ratings
    Company Website for Capitalcore
  • Cloudbrink Reviews & Ratings
    4.9 out of 5 stars 28 Ratings
    Company Website for Cloudbrink
  • Servers.com by Nexcess Reviews & Ratings
    4.8 out of 5 stars 15 Ratings
    Company Website for Servers.com by Nexcess
  • Sumsub Reviews & Ratings
    4.6 out of 5 stars 236 Ratings
    Company Website for Sumsub
  • YouHodler Reviews & Ratings
    4.7 out of 5 stars 28 Ratings
  • SaaSify Reviews & Ratings
    4.8 out of 5 stars 122 Ratings
    Company Website for SaaSify

What is Phoenix Systems?

Established in 1981, Phoenix Systems has emerged as a key player in the fintech software development landscape, recognized for its reliable, flexible, and budget-friendly software solutions aimed at the global financial services sector. Our extensive range of software includes services for mutual fund transfer agent and shareholder recordkeeping, mutual fund sub-accounting, trading, and settlement and reconciliation. Leveraging our deep expertise in fintech, we develop transformative solutions that address the unique needs of each client. All our offerings are modular and based on a rules-driven framework, allowing for swift modifications to adapt to evolving client demands. With a distinguished portfolio that includes elite global financial institutions, Phoenix Systems has built a strong reputation for successfully delivering complex software tailored to the financial services industry, prioritizing client satisfaction and continuous innovation in every endeavor. Furthermore, our commitment to ongoing development ensures that our solutions not only meet current needs but also anticipate future trends and challenges within the sector.

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.

Media

No images available

Media

Integrations Supported

Additional information not provided

Integrations Supported

Additional information not provided

API Availability

API Availability

Pricing Information

Pricing not provided

Pricing Information

$40 per month
Free Version
Free Trial Offered?

Supported Platforms

SaaS

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac

Customer Service / Support

Not specified

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Not specified

Training Options

Documentation Hub
On-Site Training

Company Facts

Organization Name

Phoenix Systems

Date Founded

1981

Company Location

United States

Company Website

www.phoenix-systems-inc.com

Company Facts

Organization Name

MProfit Software

Company Location

India

Company Website

www.mprofit.in/

Categories and Features

Finance

Not specified

Categories and Features

Stock Portfolio Management

For Investment Advisors

Popular Alternatives

AlternativeSoft Reviews & Ratings

AlternativeSoft

4.8 out of 5 stars

Popular Alternatives

AllInvestView Reviews & Ratings

AllInvestView

5.0 out of 5 stars
Fund Manager Reviews & Ratings

Fund Manager

Beiley Software
Sharesight Reviews & Ratings

Sharesight

4.0 out of 5 stars