Mutual Fund Research Tool

for investment research, portfolio analysis and tracking scheme performance.

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Key Features

  • More than 42 Mutual Fund and 12000+ Schemes across equity, debt and other asset class.
  • Portfolio - Comprehensive Portfolio Dat
  • Rating Up/Downgrade - Identify Upgrade and Downgrade of Paper in Particular.
  • Make it Favourite - User can save Returns, Ratios screens with pre-defined periods columns set as Favourite.
  • Fund Factsheet - Fundcard can be generated for Multiple Schemes at a time.
  • Regulatory Compliant - Category, Ratio and Market Cap as per Regulatory Guideline.
  • Category Module - Scheme Vs Category Analysis
  • Always Up - Connected to Accord Centralized Server.
  • Access Anywhere - User can Access Application Anywhere with Internet Connection.
  • One Click Refresh - Daily Performance Report with One Click Refresh.
  • Excel Plug-In - User need not to depend on Application for data extraction, Auto Excel refresh, Database can be accessed through excel without opening the application, Build template / Financial model and Custom query

Intended For

  • Wealth Management
  • Private Wealth
  • Mutual Fund
  • IFA
  • Stock Broker
  • Banks
  • Robo Advisors
  • RIA
  • Business School
  • Financial Media.

ACE MF Nxt Clientele

Serving to more than 200+ clients across segment

OFFICE

Accord Fintech Pvt. Ltd. 2nd Floor,Navbharat Press Building, Sector - 8,Near Millennium Tower, Sanpada (E),Navi Mumbai - 400706

CONTACT US

Tel : +91-22-67834000 : +91-22-48904000 Fax : +91-22-67834001 Email : info@accordfintech.com

BRANCHES

Mumbai : +91-22-67834000 : +91-22-48904000 Ahmedabad : +91-9375404042 Bangalore : +91-9379404042 Chennai : +91-9362040819

 

Delhi : +91-9312101077 Hyderabad : +91-9346216482 Kolkatta : +91-9378077772 Pune : +91-7666999805