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About FundExpert
How adoption of Technology can help expand MFD Business
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About FundExpert
How adoption of Technology can help expand MFD Business
FundExpert App
FundExpert Dashboard
FundExpert Payment Dashboard

FundExpert

by : Fundexpert

₹ 8260/Year

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FundExpert is a feature-rich investment management software deployed for managing financial assets and investment portfolio of the financial sector. The investment portfolio management software ensures paperless onboarding, portfolio re-balancing and one-click mandates for financial advisors and su... Read more

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FundExpert Software Overview

What is FundExpert?

FundExpert is a feature-rich investment management software deployed for managing financial assets and investment portfolio of the financial sector. The investment portfolio management software ensures paperless onboarding, portfolio re-balancing and one-click mandates for financial advisors and sub-brokers.

It is the highest-rated and most powerful software for IFA and MFDs. It has all the powerful reports and back-office features required by an IFA. The best part is that FundExpert app and web can be used by their end investors too. It is a one-stop solution for IFAs to manage and scale their business.

FundExpert financial management software also provides a multi-asset platform and end to end customized solutions for goal tracking & portfolio monitoring.

The investment portfolio management software further makes it easy to upload CSDL/NSDL files, download investment proofs and track goal-based investments. FundExpert investment management software lets you access integrated tools for tracking audit compliance, investment funds and portfolio activities. You can also use the software for collecting marketing insights too.

Why Use FundExpert Investment Management Software?

  • Customizable modules for integrating inhouse research with advisory services
  • RTA sync up, custom thematic baskets and portfolio monitoring & analytics
  • Investment tracking for individual investors and asset managers
  • Single dashboard for tracking model valuations, liquidity and performance of assets
  • Compliance reporting for auditing the regulatory data
  • Customer’s portfolio for purchasing & tracking the bonds and stocks
  • Option for monitoring over time asset prices and capital allocation

Benefits of FundExpert Investment Management Software

  • Real-time analysis- FundExpert tracks in real-time the accounts for performance analysis of portfolios and calculating the gains and losses.
  • Single interface for monitoring investments- The investment management software offers a single interface for grouping and categorizing the portfolios for investment monitoring.
  • Stock market tracking for better decisions- The investment portfolio management software supports quick tracking of potential securities portfolio for better stock market decisions.
  • Fund research tool- The module makes it possible to assess if or not a fund is performing well. This in turn helps new investors make better investment decisions.
  • Flexible save & search- The flexible option helps with quick search and saving of funds for future references.

Key Functionalities of FundExpert Software

  • Stock portfolio upload
  • Investment proofs for IT returns
  • Tax-free capital gains
  • Calculated risks for right asset allocations
  • Expert algorithms for market alerts
  • Single profile system for portfolio management
  • E-mandate, XSIP & ISIP for auto-payments

Who Can Use FundExpert?

  • Investment and wealth managers and their end clients
  • Stock brokers and their end clients
  • Banks, financial institutes and their end clients

How Does FundExpert work?

The latest version of FundExpert is primarily used for portfolio monitoring, tracking, re-balancing and management. It has an intuitive interface and is simple to use. FundExpert can be easily integrated with your existing systems to ensure a smooth workflow. For more information, you can also refer to user manuals and take online FundExpert demo at Techjockey.com.

How to Use FundExpert?

Get started with FundExpert in 5 simple steps:

Step 1: Buy FundExpert installation key from techjockey.com

Step 2: Directly login through the official website

Step 3: Sign up & create your account

Step 4: Add users & assign permissions

Step 5: Get started with FundExpert

What is the Price of FundExpert?

FundExpert price in India starts at ₹7000. FundExpert comes with multiple pricing plans and caters to the diverse customer base.

The pricing of FundExpert may vary based on factors like customization, additional features required, number of users, and the deployment type. For subscription-related details and offers on premium packages, please request a call back from our product experts.

FundExpert Plans & Pricing

Fundexpert
8260
  • Mutual Fund Investment
  • Go Paperless
  • Portfolio Monitoring
  • Goals Tracking
  • Best UI & UX
  • Portfolio Re-Balancing
  • ROI reporting
    • Quantity
    • Yearly

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FundExpert Features

Mutual Fund Investment

FundExpert covers equities, fixed income, net asset value and ETFs for managing mutual fund portfolios.

Go Paperless

The investment management software helps businesses go paperless by letting you send investment proposals to clients.

Portfolio Monitoring

The investment portfolio management software monitors portfolios for mitigating the risks associated with making investments.

Goals Tracking

The stock manager software helps manage audit compliance, and portfolio activities for tracking investment goals.

Best UI & UX

The UX, design and UI of FundExpert financial management software is simple with frequent app updates.

Portfolio Re-Balancing

FundExpert provides trading tools and workflow automation for doing both financial planning and portfolio re-balancing.

Robo Advisory

Use the feature for portfolio construction, risk monitoring, compliance and client onboarding.

Advisory

Operational Module

The financial management software supports operational controls for establishing clearer approval processes.

ROI reporting

The module calculates the ROI for assessing the efficiency of different investments made.

FundExpert Specifications

  • Supported Platforms :
  • Device:
  • Deployment :
  • Suitable For :
  • Business Specific:
  • Language:
  • Windows iOS Android
  • DesktopMobile
  • Web-Based
  • Insurance, Finance , Financial Institutions, Stock Market
  • All Businesses
  • English, हिन्दी
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FundExpert FAQ

A. FundExpert investment management software is compatible with Windows, Mac, iOS and Android operating systems.
A. FundExpert app is available for iOS and Android.
A. FundExpert investment management software supports web-based deployment.
A. FundExpert investment software pricing starts at ? 5900 for Fundexpert yearly plan at techjockey.com.
A. FundExpert software is typically used in the financial sector, venture capital firms, and the fund management industry.
A. FundExpert demo is available for free with techjockey.com.
A. FundExpert investment software offers a free trial. However, the premium plan with advanced features is available at techjockey.com with exciting deals.
A. FundExpert investment management software installation is not required, as it is web-based.?Just open the Setup Wizard to get started.
A. FundExpert investment software helps with portfolio monitoring, re-balancing and management. It's a complete solution for RTA sync up, paperless customer onboarding and advanced insights.

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