MProfit Review: Is It The Right Investment Portfolio Management Software For Your Team?
Best for SMB teams · Mid-market · Enterprise
Free Plan Available
MProfit offers custom pricing plan
Barclays
JM Financial
CGS CIMB
Shemaroo GroupTrusted by teams including Barclays
Overview
Pricing
Features
Buyer feedback
Alternatives
Customers
Media
Security & Compliance
Support
FAQ
Blogs
What is MProfit?
MProfit offers an advanced portfolio management solution. With integrated asset allocation, advanced reporting and graphing, highly configurable, flexible sourcing of data, powerful import capabilities, and much more, MProfit can help to visualize investments to make better investment decisions. MProfit is designed to help run entire organization-to help analysts, senior managers, strategists and others improve productivity by providing a standard framework for evaluating investment opportunities while monitoring the risk associated with their portfolios.
Pricing
MProfit offers custom pricing plan
Best For
Suited for solo users, small teams, SMBs, and enterprise
Security & Compliance
Data residency:🇺🇸
Platform
Web + mobile app (iOS & Android)
Installed - Windows
MProfit Software Demo
MProfit was reviewed internally using user feedback, in-house testing, and market research to assess its performance, reliability, and user experience. Learn how we review products and our evaluation process.
Who should consider MProfit
- Use cases
- Investment portfolio management, Financial advisory firms, Asset management companies
- Team types
- Financial analysts, Senior investment managers
- Company size
- Small Business, Medium Business
- Workflow style
- Flexible and configurable
- Setup complexity
- Medium
Why teams choose MProfit
Highly configurable with flexible data sourcing
Advanced reporting and graphing capabilities
Powerful import features for diverse investment data
Is MProfit right for you?
Best for configurable, advanced portfolio management in investment firms.
Choose MProfit if
- You need highly configurable portfolio management with flexible data sourcing.
- Your team requires advanced reporting and graphing for investment analysis.
- You handle diverse investment data needing powerful import capabilities.
Consider alternatives if
- Your company lacks a dedicated investment team or specialized analysts.
- You prefer simple, out-of-the-box portfolio tools without complex setup.
What buyers should know before shortlisting MProfit
MProfit is a portfolio management platform focused on reporting and data visualization. Before shortlisting, verify that its asset class coverage matches your holdings—the platform emphasizes equities and fixed income but has narrower support for alternatives and derivatives.
Check whether the reporting templates align with your compliance requirements; customization is available but requires configuration work rather than drag-and-drop setup. In demos, ask specifically about data import workflows for your custodian and whether real-time pricing updates are included in your pricing tier or cost extra.
Confirm API availability if you need to feed portfolio data into other systems. MProfit integrates with major custodians but integration scope varies by plan, so request a technical specification sheet for your specific setup before committing.
Pricing scales with assets under management and number of users, so model your actual headcount and portfolio size against their rate card. Some customers report surprise costs when adding asset classes or historical data retrieval beyond standard limits.
Request a detailed scope of work and pricing confirmation in writing before implementation begins.
MProfit pros and cons
- MProfit pros
Highly configurable with flexible data sourcing
Advanced reporting and graphing capabilities
Powerful import features for diverse investment data
- MProfit cons
Limited publicly available pricing information
Potentially steep learning curve due to configurability
Ready to try it?
Get started with MProfit
Try the free plan and upgrade when ready.
Still comparing?
See how it stacks up
Compare MProfit side-by-side with top Investment Portfolio Management Software alternatives.
What is the pricing of MProfit?
MProfit uses custom pricing — plans are tailored to your team size and needs. Contact them for a quote.
Weighing your options?
Not sure if MProfit fits your budget?
MProfit reviews and ratings
Buyer sentiment
Overall positive sentiment highlighting configurability and reporting, tempered by concerns over pricing transparency and complexity.
What buyers like
- Configurability
- Advanced reporting
- Data import capabilities
Common complaints
- Pricing transparency
- Learning curve
Are you using MProfit?
What users are saying
AP
Apurv P
03/11/21
"Great Software for your personal office"
What do you like best about MProfit for Accounting? It's ability to track various brokerage house reports and availability of grouping options to ...
Read more
MA
Miguel A. C
02/09/19
"Great software to track your financial accounting"
What do you like best about MProfit for Accounting? It is a software to take control and track financial accounting from the point of investor vita, ...
Read more
MF
mike f
10/29/18
"best accounting software"
What do you like best about MProfit for Accounting? It has a good portfolio management and accounting management features. What do you dislike about ...
Read more
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- A demo or quick answers, your call
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How big is your team?
We tailor recommendations to companies your size.
What are the features of MProfit?
The import-export option is a commonly used feature in software that allows users to easily transfer data between different applications or…
Investment monitoring is a crucial feature for individuals and businesses looking to keep track of their financial investments. It involves…
Performance analysis provides insights into how a system is operating by measuring, monitoring, and analyzing key aspects of software to ide…
Portfolio management is means managing an individual's assets in order to optimize earnings over a specific period of time. Project portfoli…
A report is a type of writing that is organized around identifying and examining issues, events, or results that have occurred in the physic…
Risk management is an essential part of any business or organization. It refers to the process of identifying, assessing, and controlling po…
MProfit security and data handling
Key compliance certifications and security features for IT and security teams evaluating MProfit.
Certifications
Developer & data
Alternatives to MProfit
MProfit Customers
Barclays
JM Financial
CGS CIMB
Shemaroo Group
MProfit Support Options
Frequently Asked Questions About MProfit
Common questions buyers ask before choosing MProfit.
MProfit is a Investment Portfolio Management Software. MProfit offers Portfolio Management, Investment Monitoring, Reports, Import-Export Option, Risk Management and many more functionalities.
MProfit is a strong fit if: You need highly configurable portfolio management with flexible data sourcing.; Your team requires advanced reporting and graphing for investment analysis.. Consider alternatives if: Your company lacks a dedicated investment team or specialized analysts.; You prefer simple, out-of-the-box portfolio tools without complex setup..
Buyers commonly note the following limitations of MProfit: Limited publicly available pricing information; Potentially steep learning curve due to configurability; Smaller user base with limited review volume.
Some top alternatives to MProfit includes Croesus Advisor, Morningstar Office, Personal Capital, PMplus and JCurve.
MProfit offers Freemium, Subscription, Quotation Based pricing models
The starting price is not disclosed by MProfit. You can visit MProfit pricing page to get the latest pricing.
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About the reviewer
Rajat Gupta is the founder of Spotsaas. Over the past two years, he has reviewed 2,000+ tools across CRM, HR, AI, and finance — applying hands-on product research and a background in commerce and the CFA program to evaluate software through a business and ROI lens. His goal: help teams make software decisions they won't regret.
Disclaimer: This research has been collated from a variety of authoritative sources. We welcome your feedback at [email protected].