Key Features
Real Time Report
- AUM Report
- SIP Report
- Transaction report
- Dividend Report
- Capital Gain Report
- Brokerage Report
- STP Report
- SWP Report
Client Wise Report
- Advanced and detailed portfolio/Holding Report
- Allocation Report sector, schemewise,Stock wise,assest category wise
- Transaction report
- Capital Gain Report
Comprehensive Scope
- CRM
- Online transaction with integration of NSE and BSE MF Platform
- MIS Report
- Email and SMS integration
- Pre-Filled Transaction Form
Mutual Fund Report
- Top Performing scheme
- Easy to use filter and sort option
- Performanance analysis
- Scheme wise allocation report
- Peer Comparision
