Enterprise-grade features to build brand value
Comparison of Mint
Others
Financial Portfolio Reports
- Portfolio Return CAGR Report
- Portfolio Summary XIRR Report
- Capital Gain Realised
- Capital Gain Unrealised
- Allocation Analysis
- Transaction Statement
- Portfolio Rebalancing
- MoM/QoQ/YoY Returns
- AMC’s SOA Real Time Fetch
CRM Capibilities
- Email Scheduler
- Portfolio Management
- Birthday/ Anniversary Wishes
- SIP/STP Due Reminders
- Insurance Renewal, FD & FMP Maturity Alerts
- Compliance Reports
- Compliance Reports
- Client Segmentation
- Active/Inactive Client Management
- Client Acquisition
- Comparitive Analysis
- Fund Selectors
- Rolling Returns
- Auto
- Auto
- Auto
Business Analytics
- AUM Analysis
- Purchase & Sales Analysis
- SIP Growth Analysis
- Cash Flow Analysis
- Variance in Allocation
- Redemption Simulation
- Security Exposure
Goal Centric Reports
- Goal Simulator
- Goal-Wise Report
- Goal Status Report
All Asset Classes
- Mutual Fund - Own ARN/RIA Data
- MF- Outside ARN/RIA Data
- Shares & Bonds
- Fixed Deposits
- PMS & AIF
- Insurance (Life & General)
- Real Estate, Gold
- All Bulk Uploads Available
Hierarchy Management
- Customise Multiple Levels For org. Zone/Region/Branch
- Number Of Relationship Managers
- Number Of Sub Brokers
- Number Of Investors
- Unlimited
- Unlimited
- Unlimited
Mutual Funds Transaction
- NSE / BSE & MFU
- Client Wise Permission
- Role Wise Permission
- Investment Account Creation
- SIP Mandate Creation
- Order Status Tracking
- MFU Not Available
Manage your Leads
- Import Prospects
- Close New clients
- Create Model Portfolio Presentation
- SIP Plan Presentation
- Task Manager
- Email Schedule Reports
Brokerage Management
- Income Details
- Find Low Earning Assets
- FY Analysis
- Sub Brokerage Payout Processing
Security
- Bank Type - 256 Bit Encryption
- IP Whitelisting
- Google Sign in
- Single Sign On
- Custom domain
Enterprise-grade features to build brand value
Comparison of Mint
Financial Portfolio Reports
- Portfolio Return CAGR Report
- Portfolio Summary XIRR Report
- Capital Gain Realised
- Capital Gain Unrealised
- Allocation Analysis
- Transaction Statement
- Portfolio Rebalancing
- MoM/QoQ/YoY Returns
- AMC’s SOA Real Time Fetch
CRM Capibilities
- Email Scheduler
- Portfolio Management
- Birthday/ Anniversary Wishes
- SIP/STP Due Reminders
- Alerts(Insurance, FD & FMP)
- Compliance Reports
- Compliance Reports
- Client Segmentation
- Active/Inactive Client Mgmt.
- Client Acquisition
- Comparitive Analysis
- Fund Selectors
- Rolling Returns
- Auto
- Auto
- Auto
Business Analytics
- AUM Analysis
- Purchase & Sales Analysis
- SIP Growth Analysis
- Cash Flow Analysis
- Variance in Allocation
- Redemption Simulation
- Security Exposure
Goal Centric Reports
- Goal Simulator
- Goal-Wise Report
- Goal Status Report
All Asset Classes
- MF- Own ARN/RIA Data
- MF- Outside ARN/RIA Data
- Shares & Bonds
- Fixed Deposits
- PMS & AIF
- Insurance (Life & General)
- Real Estate, Gold
- All Bulk Uploads Available
Hierarchy Management
- Multi Level Hirearchy
- Number of RMs
- Number Of Sub Brokers
- Number Of Investors
- Unlimited
- Unlimited
- Unlimited
Mutual Funds Transaction
- NSE / BSE & MFU
- Client Wise Permission
- Role Wise Permission
- Investment Account Creation
- SIP Mandate Creation
- Order Status Tracking
Manage your Leads
- Import Prospects
- Close New clients
- Present Model Portfolio
- SIP Plan Presentation
- Task Manager
- Email Schedule Reports
Brokerage Management
- Income Details
- Find Low Earning Assets
- FY Analysis
- SB Payout Processing
Security
- Bank Type - 256 Bit Encryption
- IP Whitelisting
- Google Sign in
- Single Sign On
- Custom domain
Ready to get started? Get in touch
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