Advise clients on their total wealth
Our proprietary tech, machine reads investment, insurance & banking statements, available in various form/factors. It can be trained to extract & aggregate an end 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*
AMC, RTA, PMS, AIF, Insurance & Wealth
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.