Expand your business with in-built sales-marketing capabilities.
Reinvent Business-client Relationship
Cross-Selling Opportunities
Advise Through Analytics and Reports
Transparency For Investors
Manage Organization Hierarchy
Track Business
Measure Business Performance
User Based Reporting
Enable your Sub-broking Network
Bird View of Your Sub-brokers
Third-party Integration
Wealth Management Integration layer is set of well defined APIs and controls to consolidate and store data from multiple systems.
Configuration
Monitoring
Performance
Business Agility