Retain users through meaningful reports

1 simple API for all reports

Reports

Reporting API platform is a unified API platform which provides a single interface to access different reports from different RTAs. The platform manages all the report specific and RTA specific idiosyncrasies under the hood so that the API consumers can focus on what matters the most : Reports and data points.
Refer the Technical documentation for the implementation details.

Provides NAV, units, market value of the units and other details

Fintech Reports

Processes and provides the gain/loss that an investor makes
by redeeming or selling mutual fund units.
Easily derive short term gains, long term gains, etc.

Fintech Reports

XIRR calculations

Fintech Reports

Reconciliation with RTA's

Fintech Reports

Build custom reports to offer to your end users

Fintech Reports

List all historical transactions per folio

Fintech Reports

You are losing users with unwanted reports


Features Traditional MF Platforms Fintech Primitives
Holdings, Capital Gains, XIRR and others Not available Yes
Consolidated Account Statement Not available Parsing and reading available with facility to switch from regular to direct
Custom reports Not available Build your own custom reports using clean, reconcilled transactions
Scheme mergers Not available Automated
Folio consolidation Not available Automated
Transfer in/Transfer out Not available Automated
Migration of exsiting folios Not available Automated
Integration Support
Features Traditional MF Platforms Fintech Primitives
Technical queries Anywhere between 3-15 days to reply back Within 24 business hours
Integration support Not available Technical guidance from the product and engineering team
New use cases Not available Guidance from the product and engineering team