To reduce the risk from invested funds and to secure optimum returns the rebalance is essential for …
To reduce the risk from invested funds and to secure optimum returns the rebalance is essential for …
The software has potential to manage all clients portfolio effectively and delivering best services …
Through the info graphic representation of reports depicting financial status of clients the advisor…
To keep alive the benefits of investment and ensure on time payment of SIP mandate facility is made …
The assessment is done on the basis of income and expenses of investors and also the assets and liab…
The management and retention of existing clients along with attracting new clients is increased whic…
The analysis of client is done in order to know the investment behaviour of different investors like…
The formation of investment goals makes the path clear and directs advisors to put all efforts in ri…
Through the facility of research desk the performance history of different schemes is possible and a…
The recommendation for popular schemes to investors after deep research and revealing dividend histo…
The inclusion of various facilities in the software enables advisor to deliver exceptional and advan…
Advisors can generate various reports like profit and loss valuation report, asset allocation report…
Advisors can generate various reports like profit and loss valuation report, asset allocation report…
The software is loaded with efficiency to provide multiple solutions to raise the growth of client p…
The software is loaded with efficiency to provide multiple solutions to raise the growth of client p…
The software is capable to deal with numerous complexities and handle all the issues of advisors fro…
The rebalancing feature assist advisor to adjust the accurate ratio of debt and equity that reduce t…
Prior to the software the KYC was performed manually requiring lot of time and efforts but post to t…
As technical software it has potential to draw future results based on current investment, income an…
The advisors can differentiate between the clients having investment in SIP, ELSS, and FMP with the …
Due to the large number of transactions and instant investment or withdrawals there is continuous ci…
The report is developed to identify the proportion of investment made in particular segment of equit…
The inclusion of different module helps to develop the reports of the client’s portfolio for monitor…