Perfios : Feature Update

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We covered highly useful online Personal Finance Manager Perfios, here and here. Recently this service adds following new features.

  • Now support auto-update for Citibank DMAT, DBS Cholamandalam Securities, Karvy Equities, Bank of Baroda, Punjab National Bank and HDFC Mutual Fund.
  • Now you can automatically add your online SBI PPF accounts under Savings Banks.
  • The community section of the application has been discontinued as they intend to roll out an improved version in a forthcoming release.
  • IMPORTANT Change: You do not have to enter your MF/Equity holdings anymore. Perfios derives your holdings automatically from transactions. However when your transactions are not in order, your holdings may not show up accurately. Click on "Check Transaction" in the respective transaction view to see the errors. Fix them and your holdings are automatically fixed. In case you do not have any transactions, manually enter holdings and they will remain intact.
    What you can expect in upcoming releases:
    1. WAP/Mobile support to access Perfios service.
    2. Group Support – Want to provide a read-only view to your spouse or your chartered accountant? This is the feature that will help you do it.
    3. SMS alerts.
    4. Intelligence – Perfios will automatically try to make sense of your assets and liabilities and provide you with insightful and “actionable” information nuggets.

    Source : Their service update email

  • Note : Perfios team also launched MyClients – A product specifically developed to help wealth managers manage their clients’ portfolios better.

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