Portfolio Management & Investment InsightsEasy Wealth Management with MoneyOne
Empower MFDs, brokerages, and AMCs with comprehensive portfolio management, real-time investment insights, and data-driven decision making for optimal client outcomes.
Why Choose MoneyOne for Portfolio Management
Advanced analytics, real-time insights, and comprehensive portfolio management for MFDs, brokerages, and AMCs.
Advanced portfolio tracking with real-time performance metrics and risk analysis.
Data-driven investment recommendations and market trend analysis for better decision making.
Comprehensive client portfolio tracking with automated rebalancing and goal-based planning.
Advanced risk modeling and portfolio stress testing for better risk management.
Personalized financial planning aligned with client goals and risk tolerance.
India's Largest Account Aggregator
FIP Coverage in India
FIUs use MoneyOne
Monthly Data Packets Delivered
Consents Fulfilled Monthly
Unlock access to diverse data sets
Complete Financial Analytics Suite
Comprehensive financial data analysis with real-time insights and monitoring capabilities.
FOIR Percentage
Monitor Fixed Obligation to Income Ratio with real-time insights and comprehensive financial data analysis.
Average EOD Balance
Track end-of-day balance patterns to understand cash flow trends and financial stability indicators.
Expense Summary
Analyze spending patterns and categorize expenses to identify optimization opportunities.
FOIR Percentage
Understand FOIR (Fixed Income to Obligation Ratio) of your users
AND MANY MORE
Our Core Products
Discover the innovative solutions designed to enhance your financial data management and governance capabilities.
Ready to BoostYour Financial Services?
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