MFI Smart Track
MFI Smart Track is a unique platform enabling IFAs and smaller
brokers to quickly implement the back office, channel management
and financial planning solutions to manage their client
relationships and revenue. The cloud based platform is available
on internet for the IFAs and their associates to access and
operate. The application can be rolled out at virtually no time
and without incurring additional cost on network, hardware and
software licenses. Investors can login to the application to view
their portfolio and transaction history. The application can
currently handle mutual funds and insurance transactions.
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Advisory Platform
A web based platform that integrates all the stakeholders of your
business. Financial planning module helps plan for investor’s
goals and retirement. Benchmarking against the model portfolio
helps keep the portfolio aligned with the model portfolio and
investor’s risk profile. The platform has integration interfaces
to fetch transaction data from various back office systems.
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MFI Portfolio Tracker
We understand how important it is to provide correct valuation and
accurate return computation for mutual fund holdings. The product
is being extensively used by large treasuries and advisors to
manage their own investments or client’s investment in mutual
funds where large investment decisions are based on minutest
difference in returns in the portfolio. The alerts module gives
timely alert on NAV of Portfolio value to avoid market risks.
Daily update of price and fund information keepsthe portfolios up
to date.
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