With The Right Tools
Grow Business
Attract New Prospects
Bionic Advisory
Goal-based Investing
Goal Mapping & Tracking
Financial Calculators
Manage Customers
Integrated Portfolio View
Comprehensive Wealth Portfolio Report
Automated Pre filled Forms (Magic Forms)
Portfolio Management
Online Transaction Capability
Responsive website
Comprehensive Content
Customer Portal
User-Friendly Interface
Personalised Investor Mobile app
Distributor Mobile app
Manage Multiple Asset Classes
User Management
Business Operations
Compliance
Data Reconciliations
Brokerage Management
Brokerage Analysis
AUM Based Reports
Top 10 Customers
Fund Performance Reports
Portfolio Reports
Follow Up Reports