Advise clients on their total wealth
Are you able to view your client's entire portfolio at one place, analyse it and provide holistic advice?!
Our proprietary tech, machine reads investment, insurance & banking statements, available in various form/factors. It extracts & aggregates a user’s multi asset & multi currency portfolio data.
We enrich the data for easy use and provide portfolio analytics. Delivery is available in both custom excel outputs & APIs.
Please get in touch below for more!
Assets Under Reporting*
& Wealth / Broker Reports
PMS / Hedge Funds
Extracts custom outputs - excel & json apis from any kind of portfolio pdfs, excels, htms & images
multi asset class & multi asset data from different sources onto a single output
Find gaps in a mutual fund portfolio. Visualize an RTA statement to view IRRs, Taxes, Exit loads
We dont store any personal identification data in our databases.
We extract, enrich & analyse a statement in real time
In our paid plans we sign strict confidentiality agreements and access to the code is also limited to designated individuals
Bank Grade Security
All data movement occurs in an SSL secure manner,
so that the transaction completely secure.
VAPT certified for additional security
Kartik Kini, COO
"MFIT's relentless and high quality service has enabled
us to scale our
family office offering"
Sriram Iyer, CEO
DWM, Anand Rathi
with MFIT's analytics
is now a must have in our client on boarding process"
MD, Asset Vantage
" MFIT with its robust API offering is the perfect data partner for our products for the North American market"
How it works?
Repetitive, manual document processing by human experts is expensive and inefficient, and should be obsolete.
MFIT's platform uses natural language processing (NLP) to extract structured data from documents, despite the contextual nuances and oddities of human language. It only takes a few documents (2 - 100) to train the models, so you can spend your time and expertise on the highest-value work
Post extraction of data we have an enrichment engine which standardizes supplements the information with various tags and keys to make the data more readable and consumable.
Finally we also have an analytics part whcih is built in to support different kinds of decision parameters for insights into the data
This is available both the form of custom excel uploads or apis. Look for API documentation
Other Products of MFIT include:
GAPSHEET another product which works with the independent advisor community. The team has decades of experience in wealth management and investment banking and are all entrepreneurs
Extrct is a product from MFIT: We read Pdfs/ excels/ scan images to provide structured and tagged consumable data.