Uploading and generation of transaction feeds, MF Auto file upload and AUM reconciliation
Online facility to gather client’s information for generating customised analysis reports.
Exchange integrated system available for a paper-less investment experience for clients.
Online engagement facility available to keep in touch with clients on the go.
Overview of business growth, client details, business report for a holistic view.
Complete back-end team support to ensure smooth delivery of requirement
Helps client keep a track of their investments on the go
Pings and alerts to update client about the upcoming major dates or events
Availability to check and download asset-wise,family-wise portfolio reports
To do list or pending actions relating to the financial plans is notified
Anytime access to their financial plans and other reports
Online system available to raise a query or any concern