Enabling Investors & Wealth Professionals to Track and Automate Multi-Asset Investments

MProfit offers a streamlined multi-asset portfolio management solution tailored for various user groups including investors, financial advisors, family offices, and chartered accountants. Their SaaS offering allows users to auto-import transaction files in various formats from 700+ brokers, providing advanced insights including IRR, Capital Gains, Asset Allocation etc. MProfit also offers a white-label solution for wealth professionals, enabling their clients to independently track and manage their investment portfolios.