360-Degree Complete Investment System

Unlock the full potential of your financial potential and gain a 360-degree view of your finances with our state-of-the-art platform. Our platform provides easy-to-understand real-time investment tracking and strategic financial planning, empowering you to make informed decisions and maximize your wealth.

Features

Inclusion External Portfolios

Include your non-Monitrix portfolios and investments (excluding mutual funds) on our platform and easily track them, bringing your entire financial life together in one place for complete visibility.

Track 25+ Asset Classes

You can easily track over 25 asset classes including mutual funds, equities, fixed income, insurance and more, with daily updates on net worth and cash flow, when you include your investments on our platform.

Overview Comprehensive Investments

Track all your assets and liabilities with our platform to understand exactly where you stand. With daily updates, you can easily see if you're on track to meet your goals with a customized net worth and goal-based asset allocation tailored to your risk tolerance.

Family Consolidated Portfolio

View a consolidated, multi-product portfolio at the family level with our platform by linking accounts across your family members for a unified view in a single interface.

Advanced Reporting Tools

Custom Financial Reports

Say goodbye to static Excel sheets and embrace dynamic, interactive financial tools. Whether you need a one-page snapshot or an in-depth report, it's all available

Array of Reports

Run detailed mutual fund analyses using advanced filters and reporting tools, easily generating, downloading, and sharing summary reports.

• Access consolidated reports for tax filing.

• Asset Allocation Breakdown.

• Performance Reports with XIRR Since Inception

• Risk-Based Portfolio Recommendations

• Ready-to-use MF Portfolios Based on Asset Allocation Principles

Goal Tracking

Use our platform’s powerful goal-tracking tools to help you achieve your financial goals. Stay disciplined with your SIP investments and long-term goals, and monitor daily progress.

Budget and Cash Flow Management

Take control of your spending and savings by creating a budget that helps you reach your goals. Our intuitive budgeting tools, income and expense tracking, and financial activity categorization will help you stay financially disciplined.

Financial Health Check

Our software platform will keep you informed and free from financial stress. How? It will help you assess your financial well-being with a health ratio covering liquidity, debt management, investment allocation, and more.

Risk Profiling

Have you ever done a comprehensive psychometric assessment to track changes in your risk profile over time, trying to understand your risk appetite? Enjoy that benefit through our software platform.

Simplified, Unified Access

No matter where you are in the world, you can access our platform through our website or mobile app and know the status of your financial portfolio.