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  3. FundExpert VS Moneycontrol Portfolio Manager

FundExpert VS Moneycontrol Portfolio Manager

Let’s have a side-by-side comparison of FundExpert vs Moneycontrol Portfolio Manager to find out which one is better. This software comparison between FundExpert and Moneycontrol Portfolio Manager is based on genuine user reviews. Compare software prices, features, support, ease of use, and user reviews to make the best choice between these, and decide whether FundExpert or Moneycontrol Portfolio Manager fits your business.

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FundExpert
FundExpert

2.8

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Moneycontrol Portfolio Manager
Moneycontrol Portfolio Manager

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FundExpert
FundExpert

2.8

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Moneycontrol Portfolio Manager
Moneycontrol Portfolio Manager

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  • img 2 Ratings & 1 Reviews
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Pricing

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Price Plans

₹ 10000

Startup Package

₹ 40000

Growth Package

₹ 65000

Corporate Package

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  • Lifetime Plan
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Offers

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Available offers & discounts

img Save upto 28%, Get GST Invoice on your business purchase

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Ratings

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Overall ratings

2.8

2 Ratings & 1 Reviews

45% Likelihood to Recommend

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Pros & Cons

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Pros

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FundExpert's broad portfolio management features are one aspect of the platform ...Read more - Smartfinbiz MF Jul 27, 2023

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Currently no pros are available. Please check back later

Cons

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The user interface is a little awkward and less user-friendly than I would like,...Read more - Smartfinbiz MF Jul 27, 2023

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Best Use for

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Business Size:

  • img Individual
  • img 2-50 Employees
  • img 51-250 Employees
  • img 250-500 Employees
  • img 500​-​1000 Employees
  • img More than 1000+ Employees
  • img Individual
  • img 2-50 Employees
  • img 51-250 Employees
  • img 250-500 Employees
  • img 500​-​1000 Employees
  • img More than 1000+ Employees

Business Type:

  • img Small Business
  • img Startups
  • img Medium Business
  • img Enterprise
  • img SMBs
  • img SMEs
  • img MSMBs
  • img MSMEs
  • img Freelancers
  • img Small Business
  • img Startups
  • img Medium Business
  • img Enterprise
  • img SMBs
  • img SMEs
  • img MSMBs
  • img MSMEs
  • img Freelancers

Industries:

  • imgInsurance
  • imgFinance
  • imgFinancial Institutions
  • imgStock Market
  • imgAll Industries

We provide the best software solution for your business needs

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Features

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Product features

  • checked Mutual Fund Investment
  • checked Operational Module
  • checked Advisory
  • checked Robo Advisory
  • checked Portfolio Re-Balancing
  • checked Best UI & UX
  • checked Goals Tracking
  • checked Portfolio Monitoring
  • checked Go Paperless
  • checked ROI reporting
  • checked Newsfeed
  • checked Fixed Deposit
  • checked Insurance and ULIP Plan
  • checked Mutual Funds
  • checked Adaptable
  • checked Stock Management
  • checked Project Accounting
  • checked Analytics & Reporting
  • checked Risk Management
  • checked Portfolio Management
  • checked HASSLE-FREE
  • checked Loan Management

Specifications

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Deployment

  • img Web based
  • img On Premises
  • img Web based
  • img On Premises

Device Supported

  • img Desktop
  • img Mobile
  • img iPad
  • img Tablet
  • img Desktop
  • img Mobile
  • img iPad
  • img Tablet

Supported Platforms

  • img Windows
  • img Mac OS
  • img Android
  • img iOS
  • img Linux
  • img Ubuntu
  • img Windows
  • img Mac OS
  • img Android
  • img iOS
  • img Linux
  • img Ubuntu

Languages support

  • imgEnglish
  • imgहिन्दी
  • imgEnglish

Question and Answers

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Product related question and answers

How Can I Invest in Sovereign Gold Bonds (SGBs) Using FundExpert? img

To Invest in Sovereign Gold Bonds (SGBs) Using FundExpert, follow the steps belo... Read more

What Formats Are Available for Downloading the Statement of Account (SOA) on FundExpert? img

FundExpert allows users to download the Statement of Account (SOA) in various fo... Read more

How Does FundExpert Assist MFDs in Improving Client Engagement? img

FundExpert Assist MFDs in Improving Client Engagement by providing them with fun... Read more

See all FundExpert Questions & Answers img

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Alternatives

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FundExpert vs Moneycontrol Portfolio Manager Comparison FAQs

Software questions,
answered

While FundExpert offers customized features, Moneycontrol Portfolio Manager has diverse modules. Select between FundExpert or Moneycontrol Portfolio Manager as per your business needs.

Both these products offer similar features but with a different approach. While FundExpert emphasizes on user experiences, Moneycontrol Portfolio Manager focuses on functionalities.

It all depends on the functionalities that you prefer. While FundExpert offers add-ons along with essential features, Moneycontrol Portfolio Manager emphasizes on customization.

No, the difference between FundExpert and Moneycontrol Portfolio Manager lies in terms of features and functionalities. While FundExpert can be customized as per the user’s needs, Moneycontrol Portfolio Manager addresses the diverse audience.

It depends upon your business requirement. Both FundExpert and Moneycontrol Portfolio Manager provides standard features to cater diverse industry needs.

The difference lies in terms of the user interface and functionalities. While FundExpert is customizable, FundExpert offers comprehensive modules.

A Quick Comparison Between FundExpert vs Moneycontrol Portfolio Manager

Choosing any software for your organisation is a crucial decision. As a decision maker, you must ensure that the software you choose addresses the pain points of your teams and reaps maximum benefit for you.

  • Comparison of FundExpert vs Moneycontrol Portfolio Manager In terms of Features
  • Comparison Between FundExpert and Moneycontrol Portfolio Manager In terms of Deployment Type
  • FundExpert or Moneycontrol Portfolio Manager: Which Is Ideal for Your Industry
  • Which Is Better? - FundExpert or Moneycontrol Portfolio Manager

Comparison of FundExpert vs Moneycontrol Portfolio Manager In terms of Features

FundExpert includes features like Mutual Fund Investment, Operational Module, Advisory and Robo Advisory. Moneycontrol Portfolio Manager is known for functionalities like Newsfeed, Fixed Deposit, Insurance and ULIP Plan and Mutual Funds. When you compare FundExpert vs Moneycontrol Portfolio Manager, look for scalability, customization, ease of use, customer support and other key factors. The one which suits your business needs is the best.

Comparison Between FundExpert and Moneycontrol Portfolio Manager In terms of Deployment Type

While FundExpert supports Web Based deployment; Moneycontrol Portfolio Manager is suitable for Web Based deployment. While selecting between FundExpert and Moneycontrol Portfolio Manager, figure out which one of the two is compatible with your devices. This will help in reducing the hassle after implementation.

FundExpert or Moneycontrol Portfolio Manager: Which Is Ideal for Your Industry

FundExpert is ideal for industries like Insurance, Finance and Financial Institutions. For All Industries, Moneycontrol Portfolio Manager is a better choice. If you are confused between FundExpert or Moneycontrol Portfolio Manager, you can also check if the software has customizable modules for your industry. Industry-specific functionalities will ensure higher efficiency and ROI. However, do check for the hidden price, is any.

Which Is Better? - FundExpert or Moneycontrol Portfolio Manager

FundExpert and Moneycontrol Portfolio Manager can be used for different purposes and are well-suited for teams with specific needs. If you are looking for a platform that is easy to use, has low barriers to entry, and offers a lot of customization, flexibility, and integration options, then you must compare their specifications in detail at the time of demo. Compare FundExpert and Moneycontrol Portfolio Manager during demo to decide which one is best for your business.

Author: Techjockey Team

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