ICRA Online Limited
MutualFundsIndia


MFI Portfolio Tracker helps wealth managers keep a close track on their clients investment portfolio under their management. Your relationship managers can create client profiles along with all the family or group members. Investment reports can be drawn for each member of the family or for the whole family or group. The application integrates with MS Outlook to send out portfolio reports to clients. Valuation alerts can be set for each holding or at portfolio level. Product Demo