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Average Ratings 0 Ratings

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ease
features
design
support

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Write a Review

Description

Investing in mutual funds and state securities (SBN) is straightforward and user-friendly. You can register and begin investing in these financial products within minutes, without the need for any physical documents. Bareksa is the pioneering investment platform that holds an APERD license from OJK, ensuring reliability. Users have the freedom to select from a wide range of both sharia and conventional mutual fund investment options available in Indonesia. You can simulate your chosen product or explore the Top Product page, which is consistently reviewed by Bareksa experts. Contributions towards state securities are guaranteed to be 100% secure, and monthly returns are automatically deposited into your account. Moreover, investing in mutual funds through Bareksa comes with no fees, allowing you to add or withdraw funds at your convenience, without any time restrictions or penalties. This flexibility enhances the overall appeal of investing with Bareksa.

Description

MProfit enables you to effortlessly oversee all your investment activities from a single platform. You can import your financial data from over 700 brokers and institutions, allowing you to access detailed portfolio reports and receive your capital gains formatted for ITR. With MProfit, investments across various asset classes such as stocks, derivatives, mutual funds, bonds, fixed deposits, NPS, and AIF can be effectively managed. This versatile tool is accessible across web, desktop, and both Android and iOS mobile devices. Not only can you manage your investments in various categories, but you can also maintain individual portfolios and group them for a comprehensive view of your holdings. Additionally, advisors have the capability to organize client investments into category-wise and family-wise portfolios. The platform also offers the convenience of automatically importing contract notes and back-office files for stocks and derivatives from more than 700 brokers, streamlining the investment management process for users. Overall, MProfit is designed to simplify and enhance the investment tracking experience for both individual investors and financial advisors alike.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

No details available.

Integrations

No details available.

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

$40 per month
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

Bareksa

Founded

2013

Country

Indonesia

Website

www.bareksa.com

Vendor Details

Company Name

MProfit Software

Country

India

Website

www.mprofit.in/

Product Features

Product Features

Stock Portfolio Management

Billing & Invoicing
Client Management
Data Warehousing
For Investment Advisors
For Traders
Order Management
Portfolio Accounting
Portfolio Rebalancing
Risk Management
Tax Management
Technical Analysis
Wash Sale Detection

Alternatives

Alternatives

Fund Manager Reviews

Fund Manager

Beiley Software