Portfolio Tracking & Insights
Portfolio Tracking & Insights
Every Investment, One Clear View
IFAWise Web Portfolio gives advisors and their investors a single, consolidated view of investments across all AMCs, schemes and folios — and beyond mutual funds to stocks, bonds, fixed deposits and insurance. Valuations stay current with NAV-linked updates, and every portfolio is presented under the advisor’s own brand.
Consolidated Portfolio View
- 360° consolidation of holdings across all mutual funds, AMCs and folios — no need to log in to multiple portals.
- Track Mutual Funds, Stocks, Bonds, Insurance Policies and Fixed Deposits on a single dashboard.
- See each client’s complete net worth and asset allocation at a glance.
Real-Time Tracking
- NAV-linked valuations show the latest portfolio value, asset allocation and scheme performance.
- Holdings, valuations and maturities update automatically through RTA, depository and insurer data feeds.
- Follow returns, maturity dates, premium schedules and yields as they change.
Actionable Insights
- Analytics highlight gains, losses, SIP status and diversification gaps, so advisors can recommend at the right time.
- Spot underperforming or idle assets — such as matured FDs or lapsed policies — and suggest reinvestment options.
- Goal Tracking — link investments to client goals such as retirement, education or a home, and track progress towards each goal over time.
- Capital Gain Statements — realized short-term and long-term capital gains on mutual fund redemptions, ready for tax filing.
- Capital Gain Projection — estimate the capital gains and tax impact of a redemption or switch before it is placed, so advisors can plan tax-efficient exits.
- Clear, consolidated portfolio statements keep clients informed at every review.
360° Wealth View
Every asset, one dashboard
- Invest more, redeem or switch from the same dashboard
- Web portal and mobile app for investors
- Branded portfolio updates and alerts
- Builds client trust, engagement and retention
