MProfit offers a PMS pack to Advisors who wish to provide an enhanced performance reporting experience to their clients.
With this pack, you can avail the following features:
PMS Cash Management: With this pack, you can manage client investments, including cash holdings, more systematically! MProfit lets you record cash inflows, outflows and balances in your portfolios.
For each PMS portfolio, MProfit provides you with a graphical dashboard that reports XIRR, Cash-in, Cash-out and other key metrics. The XIRR factors in the effect of cash in your portfolio and this is essential to savvy advisors and investors!
Sample dashboard below:
Logo Branding: You can brand your MProfit account with your company logo on web & mobile, and in all client reports.Your logo will be displayed to your clients in their MProfit mobile apps, web logins and all MProfit client reports.The branding with logo is available for MProfit Advisor plans (not available with MProfit Pro). Click this link to learn more about branding with logo in MProfit.
Premium reporting in your clients' MProfit logins: With the MProfit Advisor Premium Pack, your clients will get direct access to XIRR, Capital Gains ITR, Unrealised Gain, Historical Valuations & all other portfolio reports in their own MProfit logins.
All portfolio reports can also be exported by your clients out of MProfit.
Reconciliation Module: You will get access to the MProfit reconciliation module to verify the accuracy of your imported data by comparing it with your holdings in AUM or holding statements (for example: CAMS AUM / Karvy AUM / broker holding statements).
This Reconciliation Module is currently available only to MProfit Cloud-only users. It is not available to MProfit Desktop users.
The pricing for the MProfit Advisor PMS Pack is as follows:
|MProfit Plan||Yearly Pricing for Advisor Premium Pack (excluding GST)|
|Advisor 100||₹ 10,000 (₹ 100 per portfolio / year)|
|Advisor 200||₹ 17,500 (₹ 88 per portfolio / year)|
|Advisor 500||₹ 25,000 (₹ 50 per portfolio / year)|
|Advisor 1000+||₹ 40,000+ (₹ 40 per portfolio / year)|