Ready to Transform Your DataProcessing?
Join the 40+ wealth management firms that trust mfit for their critical data parsing needs. Experience the difference that industry-leading accuracy and speed can make for your business.
Transform Your Wealth Management Data Operations with AI-Powered Parsing
The industry's leading data parsing solutions trusted by over 40 wealth management firms. Convert complex financial documents into structured, actionable data with unprecedented accuracy.
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Our proprietary tech, machine reads Portfolio, Mutual Fund, PMS, Contract Notes, AIFs & other investment, insurance & banking statements, available in various form/factors. It extracts & aggregates a user’s multi asset & multi currency portfolio data.
​Please get in touch below for more!
By Numbers
40+
Enterprise Customers
Leading Fintechs
Banks
Wealth Advisors
Multi-family Offices
99.9%
Accuracy Rate on Docs
100M+
Documents Processed
Mutual Funds
Insurance
& Wealth / Broker Reports
International
PMS / Hedge Funds
Alternative Investments
Our Solutions
Portfolio Statements Data Extraction
Extract holdings, positions,transactions & performance data from statements with 99.9% accuracy. Support for all formats and always growing
Contract Notes & Alternative Assets
Parse complex transaction histories, trade confirmations, and activity reports. Automatically categorize transactions and reconcile data across multiple sources.
Specialized parsing for private equity, hedge funds, and real estate documents. Handle complex structures and irregular reporting formats with ease.
Real-Time Data Integration
API-first architecture for seamless integration with your existing systems. Real-time processing capabilities for immediate data availability.
Security & Compliance
Bank-grade security with SOC 2 Type II compliance. End-to-end encryption and audit trails for all processed documents.
How it works?
Repetitive, manual document processing by human experts is expensive and inefficient.
Extraction Engine: Extract structured data from any kind of portfolio document.
Enrichment Engine: Smart masters to give you usable date
Analytics engine: generate decision parameters for insights into the data
Delivery : Available both the form of custom excel uploads or apis.
Look for API documentation
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Other Products of MFIT include:
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GAPSHEET another product which works with the independent advisor community.
Why Choose mfit
Largest library of documents supported in wealth management. We support all types of documents including deal notes, calls. Live List is above on the link
99.9% accuracy rate with machine learning models trained on millions of wealth management documents
Process thousands of documents in minutes, not hours. Real-time API responses for instant data access
Tailored parsing solutions for your specific document types and business requirements
RESTful APIs and comprehensive SDKs for seamless integration with your existing technology stack
Trusted by leading wealth management firms in our specialized market
Client Testimonials
Kartik Kini, COO
Waterfield Advisors
"MFIT's relentless and high quality service has enabled
us to scale our
family office offering"
Sriram Iyer, CEO
DWM, Anand Rathi
"Portfolio Analysis
with MFIT's analytics
is now a must have in our client on boarding process"
Chirag Nanavati,
MD, Asset Vantage
" MFIT with its robust API offering is the perfect data partner for our products for the North American market"
Meet The Team
Neela Mouli
Technology
Nagi Reddy
Product
Nagi Reddy
Business Development