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MyFin is a web based solution to manage investor portfolio. Investment Financial Advisors (IFA) can easily manage their Assets Under Management (AUM) and portfolio of their investors. Bank level security to safeguard your data.

  • portfolio
  • portfolio
  • portfolio

Product Details

  • Product: MyFin
  • Developed for: Financial Advisors
  • Type: Web based & Android App
  • Website: www.myfinindia.com

About MyFin

MyFin is a web based solution to manage investor portfolio. It's mobile responsive application allowing the investors to view their portfolio value and manage goals on the go. Feature rich solution provides numerous facilities to the IFA. AUM, User Management, Report generation, brokerage calculation, alert management, Email system, short term gain taxation are the major highlights of this solution. It's not just a software. It's a solution to meet all the needs and expectations of the advisor and the investors. Our flagship web solution supporting IFA. We have demonstrated our capabilities in building web-based tools that match your business needs.