EXPERIENCE OUR SOLID TECHNOLOGIES
All of your business intelligence in a single click
- Partner Portal for Sub- Broker
- UpperMost Sub-Broker Mobile App
- UpperMost for Sub- Broker
Partner Portal for Sub Broker
Motilal Oswal's Business Partner 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.
E- KYC FOR SUB-BROKER
Our approach towards our Business Partner is that of them being an extension of our brand and an extension of our family. All that we seek from our Business Partners are unrelenting passion for Growth. The hunger for scaling up. Key Features Include:
KEY FEATURES
Business Snapshot
Daily / Weekly / Monthly / Yearly snapshot of Business Revenue, AUM, Sales or Turnover & client Acquisition
Client Portfolio & Reports
Quick client search option which provides comprehensive information of all your clients right from Portfolio, Holdings, Transactions and Capital Gain/Loss
DIGITAL ACCOUNT OPENING
implified and enhanced account opening process
My Reports
Access to important reports like Client/product wise Revenue Report, Hierarchy Report, AUM Report, Running SIP Report, Online Report, etc.
Product Subscription
Subscribe to Investment Products like Intelligent Advisory Portfolios, Me-Gold, Sensibull and TradeGuide Signal (TGS) on behalf of your clients on UpperMOSt App & Web
BizOps
No need to remember multiple login-passwords. 15+ applications accessible from a single window
OFFERINGS FOR YOUR CLIENTS
For Investor
3 Click Mutual Fund SIP
See best performing schemes with expert rankings and reviews
For Traders
Power Trade
Create up to 10 position across segments in 1 screen
SUCCESS STORIES
Success stories of MO Partner's
