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?!
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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.
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We enrich the data for easy use and provide portfolio analytics. Delivery is available in both custom excel outputs & APIs.
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Please get in touch below for more!
By Numbers
20
Enterprise Customers
Leading Fintechs
Banks
Wealth Advisors
Multi-family Offices
US$ 20B
Assets Under Reporting*
1000s
Data Sources:
Mutual Funds
Insurance
& Wealth / Broker Reports
International
PMS / Hedge Funds
Alternative Investments
Products
Extract
Extracts custom outputs - excel & json apis from any kind of portfolio pdfs, excels, htms & images
One View
Consolidate
multi asset class & multi asset data from different sources onto a single output
GapSheet
Find gaps in a mutual fund portfolio. Visualize an RTA statement to view IRRs, Taxes, Exit loads
Data Security
Ownership
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We dont store any personal identification data in our databases.
We extract, enrich & analyse a statement in real time
Confidentiality
Agreements
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.
We are
VAPT certified for additional security
Client Testimonials
Kartik Kini, COO
Waterfield Advisors
"MFIT's relentless and high quality service has enabled
us to scale our
family office offering"
Sriram Iyer, CEO
DWM, Anand Rathi
"Portfolio Analysis
with MFIT's analytics
is now a must have in our client on boarding process"
Chirag Nanavati,
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.
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Extraction Engine
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
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Enrichment Engine
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.
Analytics engine
Finally we also have an analytics part whcih is built in to support different kinds of decision parameters for insights into the data
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Delivery
This is available both the form of custom excel uploads or apis. Look for API documentation
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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
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Extrct is a product from MFIT: We read Pdfs/ excels/ scan images to provide structured and tagged consumable data.
Neela Mouli
Technology
Nagi Reddy
Product
Nagi Reddy
Business Development