Facilitating IFA Aim Business!
We understand that you can’t afford wasting time in managing your office instead of focusing on your business. We are here to assist you in managing your office effortlessly.
It is a cloud based, cost-effective solution with all the necessary functionalities that you need. You can easily manage your customer data, perform all the operational tasks with ease, thereby streamlining your methods to improve productivity and increase profitability. It is an easy-to-use solution.
Key Business Advantages
For You
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It is our first priority that you get the world class service at an affordable cost. Normally because of the high pricing IFAs have to compromise with cheap services available in the market. We ensured that you get the same service that so far is availed by big institutions only.
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Seamless & Automised Integration of RTA Feeds and Investor Information. Secure all sensitive information and documentation and generate view for all processing stages automatically.
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Auto Reconciliation of Data ensuring smooth processing of the data. Identify All of Your mandatory missing information. Generate reports to identify missing documents for compliance fulfilment.
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Auto Scheduling of Mails to clients, a Detailed and Crisp Report with 360 degree of Portfolio view.
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Use of latest technology helping high load performance systems with enhanced stability. Utilize our predictive technology to bolster your sales strategy.
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The Most unique and comprehensive reports covering an individual client as well as the entire family tree in a very simple yet meaningful manner Best Visual Design and Content Structure, responsive in nature.
For Your Clients
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A new era of mobile-ready investments begins now. It is an instinctive, investor friendly application.
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Your clients can instantly open and activate their account subject to KYC compliance.
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It empowers your clients to choose schemes on their own by using simple filters based on their objective and scheme performances.
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It facilitates your clients to perform all financial transactions on-the-move. In few taps one can place a purchase order for lump sum or SIP.
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Client can browse through funds, register, invest, switch, redeem and track performance to speed-up the journey to his dream life.
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It has in-built Family Solution Tool, one can view consolidated family investments, perform a risk appetite check and invest accordingly.
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Your investors can view their real-time investments, keep track of fund NAVs, and also have the option to view gain-loss statements with short term & long term tax calculation.