Motilal Oswal’s Business Partners’ Portal is a one-of-its kind robust portal in the industry. As a Business Partner you can make use of this portal to manage your current business efficiently and grow your business effectively.
Track your AUM distribution across asset classes
Get your sales summary across investment products
Access your Business Analysis Report and weekly business snapshots
Reinvest your client’s money through Product Maturity Reminders
Know your business trend for last 6 months
Access our in-house research reports
Build strong relationships by sending Birthday e-Greetings to clients
Get updates of new product, technology upgrades etc.
Track your active & inactive clients
Know your happy customers
Review & restructure your client’s portfolio in just one click
View your client’s portfolio performance graph
Upload or update your client’s Non-MOSL transactions to get a holistic view
Track client’s holding, transaction and Profit & Loss Report for all products
Get a list of SIPs your clients have invested in
Asset Wise AUM Summary & detail report
View asset wise summary with AUM amount and total AUM % Across all asset classes at a glance. You can also access the detailed report at the click of a button.
On the click of a button, get access to the revenue report of the products invested in your clients scheme wise and get an overview of the transactions such as brokerage type, commission amt, payment date and so on.
Stay updated on who are your most active clients on the basis of its volume. Additionally, detect your inactive clients as per their last transaction date product wise and reach out to activate them with the contact details available.
Get to know who are your satisfied customers along with their total gain and AUM. You can also view the detailed information of every client like their realized & unrealized gain and also the contact details.