MProfit vs Prithvi Advisor

With MProfit, you can manage & track your investments across a large number of asset classes that seamlessly integrate with MProfit’s comprehensive accounting module. You can import trade data directly into MProfit from 3000+ sources and generate investment & accounting reports to obtain actionable portfolio insights. The MProfit mobile application allows you to access your MProfit data directly on your iOS phone or tablet. All your PMS and F&O data entered in MProfit on your PC or shared with you by your Financial Advisor can be viewed on-the-go using your mobile device, thereby allowing you to stay up-to-date with your portfolio at all times. We have added several user-friendly and informative features to the MProfit mobile app to help you manage your investments effectively including: • Real-time view of your Portfolio valuations across asset classes including Stocks, Mutual Funds, Bonds, FDs, & others • View your Futures & Options portfolio data with live prices, mark-to-market, realised gain, unrealised gain and other related fields • Ability to view data in Portfolios created by you as well as in Portfolios shared with you by your Financial Advisor • Asset allocation charts for all your Portfolios • Transaction details for all transactions you enter into MProfit across asset classes, along with opening and closing balances • Searching for a Portfolio & searching for a specific asset in a Portfolio made easy • Obtain the perfect analytical view of your Portfolio data with easy sorting, filtering and other customisation options • Never miss an important update by enabling push notifications for reminders specific to your Portfolios, including lock-in period expiry, premium due & maturity date • Ability to toggle between Light and Dark modes, dependent on your preference • Secure your data by setting a passcode on your MProfit mobile application (including Touch ID/Face ID)

Introducing prithvi advisor App from Prithvi Money. It is a comprehensive multi-asset tool to empower the IFAs and Wealth Managers on the go. This app is an add-on available to prithvi advisor cloud subscription users. With this app, you can: • Get up-to-date statistics of your business on the go • Access diverse views of your customer’s investment portfolio • Transact online for mutual funds (fully integrated with BSE Star MF / NSE NMF II platforms) • View birthdays of your customers and send personalized greetings from an extensive gallery of designs • Send instant push notifications to your customers who are using your mobile app (Prithvi Money) • Receive service requests from customers • View Portfolio events such as SIPs due, FMPs maturing, Premiums due, etc. • Update customer master information • Send portfolio reports by e-mail to your customers • . . . and more With prithvi advisor App you can now be in greater control of your business even while you are away from your office – for business or for leisure. Download this app now and say goodbye to your business worries!!