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.