Multi assets and investments of the clients can be conveniently managed from single platform with no more efforts.
Get rid of the physical documents and applications and let the technology do it on your behalf that reduces your cost of operations.
Develop various reports to perform analysis of the investments from all perspectives that improves your strategy day by day.
Get the alerts for matured investments, due SIPs, insurances, birthdays and anniversaries of your clients to serve better and make the relations stronger.
Multiple tools and facilities are made available keeping in mind every need of advisors which are useful on routine basis.
Convenient to operate the platform with its unique and attractive UI which keeps your clients engaged on the portal.
Research Desk assists you to promote sales for the business based on in-depth analysis over the top schemes. An accurate conducted research always leads to desired output to the advisors. You can also encourage your clients for fresh investment by recommending schemes that yields high returns.
In Mutual Fund Software financial planning is a blueprint of investment pattern that assists you to manage client’s funds effectively and act as a systematic roadmap that guides every action to be adopted as to reach the desired point of investment.
Wealth Report allows you to present aggregate investments held by a client that reveals the different segments under which the funds are diverted. It assists in ascertaining the valuation of investments at present date.