Get all your business intelligence on a single button

Key Benefits:
  • Comprehensive Business Insights to help you compare your business performance over corresponding periods
  • Quick view of your Newly acquired, Inactive & Top customers with inbuilt call and email functionality
  • Instant client search providing comprehensive information on all your clients right from their Portfolio Holdings, Transactions to their Profit & Loss and Revenue
  • Indian and Global Market information with one click access to Top 3 Gainers, Top 3 Losers & Top 3 Most Active by Volume for Equity and Commodity
  • Access to Important reports like Client/Product wise Revenue Report, AUM Repot, Running SIP Report, Product Maturity reminder, Single Holding Report etc
  • View of Inactive Client and their revenue lost & Access of Online Business Report with platform wise detail

Key Features

Online Business Snapshot

  • Improve your online business by using online business reports
  • Get MTD summary & Your Platform wise Weightage V/S National Average.
  • Track Platform Wise Client Trades, Turnover and Revenue
  • Check Mobile Actionable Insights and improve online business.

Opportunity Snapshot

  • Now get your Inactive client details and send them for reactivation process in one click
  • Get client available for reactivation report and send them directly for reactivation
  • Stay updated and track who are your most active clients and their revenue on one screen

Comprehensive Business Insights

  • Know the trend of your Revenue,Sales and AUM generated across products for the Day, Week, Month & Year
  • Know your top clients across each category at the click of a button
  • Compare your business performance vs performance in previous corresponding periods

Comprehensive Client Insights

  • Know your newly acquired clients across segment
  • Know which of your clients have not given margins yet
  • Get comprehensive view of your inactive, Top Broking and asset clients
  • Get client list at the click of a button and access to call/email client from every screen

Anytime Anywhere Client Search

  • Portfolio Snapshot across Broking, Asset and Cash
  • Short term & Long term Profit & Loss summary
  • Available Margins & Limits
  • Client Holding, Transaction and Revenue reports across segments

Crisp Business Snapshot & Market Updates

  • Quick snapshot of total clients, active clients, AUM, sales as well as revenue for the month
  • Know your overall and YTD ranks based on your growth
  • Info on Equity, Commodity, Currency and Global Indices
  • One click access to Top 3 Gainers, Top 3 Losers and Top 3 Most Active by Volume for Equity and Commodity

Revenue & Single Holding Report

  • View Client wise/Product wise revenue report for any specific period
  • View Client wise AUM (as on date) across asset classes
  • Access single holding report to help you search all clients who hold specific scrip, scheme, instrument with functionality
  • Email/Call/Text facility to each client available

AUM & SIP Reports

  • Get Client wise Mutual Fund AUM report across asset classes
  • View AMC wise/ Scheme wise report
  • Get your running SIP Report with Total SIP's, No of SIP's and Active Ratio

Relationship Management

  • Wish your clients on special occasions like their Birthdays & Anniversaries
  • Send personalized Email and SMS through one click
  • Bulk email functionality also available