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MProfit is an Indian portfolio management and reporting platform for wealth managers, financial advisors, distributors, and serious investors. Its standout capability is consolidated reporting across mutual funds, stocks, bonds, deposits, and other assets.
Portfolio Performance is a free, open-source desktop application for tracking securities, transactions, dividends, and portfolio performance. It is aimed at self-directed investors...
Free, open source
Salesforce Financial Services Cloud is a CRM platform for banks, wealth managers, insurers, and financial advisors. It provides client relationship management, householding,...
From $325/user/mo
Morningstar Office is a comprehensive practice management platform designed for financial advisors to manage their client relationships, portfolios, and more.
Custom pricing based on requirements
TAMARAC is a comprehensive software platform for wealth management firms.
Available upon request
Zerodha
Coin is Zerodha's platform for investing in direct mutual funds and other market instruments. It suits Indian investors who want mutual-fund investing...
Free for direct mutual funds; demat and account charges may apply
INDmoney is a personal-finance and investing platform for Indian users, covering mutual funds, stocks, US equities, and portfolio tracking. Its standout capability...
Free; brokerage and other product fees may apply
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