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  • Track and manage any financial account.
  • More than 250+ Financial Institutions supported for auto fetch.
  • 1000+ E-Statement formats supported.
  • Made in India, Made for India.

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Perfios Insights automates the entire process of financial checks, verification and extraction of financial data. Perfios Insights can help in dramatically improving the turn-around time for processing an application whether it originated from the offline or online channel.

Currently corporates and Financial Institutions are facing a lot of problem with the manually intensive ways of aggregating transactions from their multiple corporates Bank Accounts, which in many cases runs into hundreds of Bank Accounts.

This product has been especially developed for Financial Institution in India (Banks, NBFI’s etc.). Perfios is leveraging its core technologies in automating key aspects of certain common processes in Financial Institutions.

Perfios Advisor solution is specially designed for Independent Financial Advisors (IFAs) who would want to manage their client’s portfolio on a single platform. This solution is based on our most advanced personal finance management product.

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Investments in Asia-Pacific financial technology (fintech) ventures, primarily in China, reached $9.62 billion as of July 31, more than twice the $4.26 billion invested in the region in all of 2015, according to an Accenture analysis of CB Insights data India stood second in this analysis, with investments of $339 million.

On Tuesday, an Indian fintech startup quietly announced that it has raised US$75 million in funding, reports Business Standard. That makes it India’s biggest fintech round so far this year.

The second quarter of 2016 has failed to revive the investor interest in the VC-backed finetch startups, according to Pulse of Fintech, a quarterly global report by KPMG and CB Insight. According to the report, the investments in Fintech startups fell by 49% in Q2, 2016

Global investments in fintech companies across both venture-backed and non-venture-backed companies totaled $9.4 billion in the second quarter of this year, says a report. However, investment directed to VC-backed fintech (financial technology) startups fell 49 per cent, the report said.

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