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"MFI Portfolio Tracker – Supreme." is the most dynamic and comprehensive mutual funds portfolio tracker available online. Its unique features helps distributors, advisors, investment managers like you to manage the data of your client's mutual fund investments made in various schemes spread across numerous AMCs. It not only displays all Mutual Fund investments but also generates various asset allocation and tax implication reports and will assist you to give more scientific and researched advice to your clients. You can create family accounts and view the entire family’s investments made through you. Thats not all..this software also displays consolidated picture of all investments in the most user-friendly manner along with Fact Sheets, 3D graphs, dividend and bonus calculations, all at the click of a mouse!! |
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It is a versatile CRM tool for Mutual Fund Distributors, Investment Managers, Advisors etc like you to facilitate tracking of your clients’ investments. |
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The webpage can be customized with your company logo and colors. Link can be provided on your website to our website www.mfiportfoliotracker.com |
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You shall be provided with user name and password. Once you log in at www.mfiportfoliotracker.com you can create families and individual investors under it. If you wish, you can provide username and password to you respective customers who in turn a can access the online portfolio tracker to view his or her’s portfolio. |
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After you create families and investors, you can start building the portfolio of the client by punching in the purchase and redemption details. These details have to be fed once only. All dividends, reinvestment/ payout and bonus transactions are generated automatically by the software. Thus it minimizes data entry efforts and saves a lot of your time and energy. |
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All Reports can be exportable to excel and html. Types of Reports generated are: Transaction History Report, Nature Wise Report, Account Statement, Comprehensive Portfolio Report, Return Analysis Report, Tax Assessment Report, Summary Report, Asset Allocation Report, Sector Allocation Report, Company Allocation Report, Mutual Fund Wise Report, Credit Quality Portfolio Report, Fund House Wise AUM Report & Scheme Wise AUM Report, Mark to Market Reports and many more |
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MFI Portfolio Tracker Supreme calculates SIP/ STP & SWP transactions too. You just have to put in the start, end date and the amount of the SIP, STP or SWP. The rest is calculated by the software itself. |
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Links to Fact Sheets providing details on the schemes like the NAV, portfolio, dividend history, entry - exit loads, fund manager, AUM etc.
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Online Help Manual to guide you through out the process.
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Powered by a comprehensive and authentic industry database, updates by ICRA Online on a daily basis. Comprehensive, customizable user friendly formats made available to suit the requirement of each client. Robust and scalable with access control ensuring high security of information.
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