Welcome to MyFin
New generation Investment Portfolio Management Software for Financial Advisors and Wealth Managers
Portfolio Management
Start taking better control of your portfolio efficiently using MyFin, to plan for a better tomorrow.
Registrar File Uploads
Automated file uploads of all Registrars ensuring no manual intervention to keep the data up-to-date.
Goals
Allow clients to capture their goal and map investments towards the goal.
Other Investments
Ability to store other investments like deposits, physical assets and generate lead to increase your business.
Reports
Numerous reports to monitor new business and provide excellent customer service.
Export
Export the portfolio and all reports to PDF, Excel formats and even email those to clients.
Capital Gain
Generate short and long term Capital gain statements to calculate tax liability.
Security
Bank level security to protect the personal and financial information of you and your clients.
Mobile Apps
Same feature rich Android and iOS apps for both advisors and investors.
We know you want it!
Built with passion & intuitiveness in mind.MyFin is a masterclass piece of work
Why Choose Us
Responsive Layout
Powerful layout with responsive functionality that can be adapted to any screen size.
Powerful Performance
View portfolio, transaction, reports in super high speed without any processing delays.
Personalization
Allow your clients to personalize the theme and navigation to make the site more user friendly.
Endless Possibilities
Complete control on access and features providing endless customization possibilities.
Customer Service
Outstanding customer service to address your questions, help and guide to serve your clients more efficiently.
Simple & Easy
As every moment counts, we have designed simple & easy to navigate features.