Our wealth management solutions comprise easy-to-use software that enables different advisors to see their clients’ financial status before tailoring advice to the clients’ requirements.Discover More
Calculate client risk, return, profit & loss and other important parameters from time to time and correct manner for customers and their investment portfolios.
A Seamless Solution to keep and manage your customers investment data securely and neatly. One Step Solution for your Customer's Investments Management. Management of all customers details over single application.
Access valuable client profiles over all products and business lines. With intelligent insights, employees can recognize new possibilities to retain prospects, convert more leads, and create customers for life.
Ease in Transaction process for your Investor with Purchase, Redeem, Switch or Start SIP in very convenient way.
Performance mapping using gross sale for every month on statistics. View top investors, top schemes sold and amount of investment.
Nourish deeper relations by being in touch with proactive tracking and alerts that remind you to reach out whenever your clients need you.
Achieve Your Customers Financial Goals by Getting the right Investment Plan with our Risk Analysis and suggest investment accordingly. Easy Account Opening and Onboarding with BSE using our Solution. Auto generation of form and more.
Our software will give you every single detail of your assets. Our software aims in improving business decisions, revamp performance and enhance customer interaction. Our software will be helping you in removing the financial stress and gives you complete relaxation at the time of retirement too.
Connect with customers, and create more effective relationships by engaging in micro-moments, answering to timely account signals, and co-operating across with key life goals.
communications with valuable customer profiles focused on private goals and pivotal life events.
Wealth management is a long term investment that grows with time. Wealth management is an investment-advisory discipline which incorporates financial planning,
CRM is a way to manage a company’s cooperation potential customers. Improve relationships with customers
It is the method of building financial policies in association with procurement, investment, and administration of funds of an enterprise.
The method of efficiently tracking and fulfilling sales orders is called Order Management. It includes the cycle of people, processes
Incentive management is the process of managing the calculation and payout of variable pay to improve performance.
Family offices are private wealth management advisory firms that serve ultra-high-net-worth investors.
Mobility Solutions apply to the solutions that help companies promote the use of mobile devices, securely and efficiently
Portfolio management is the art of making decisions about investment mix and policy, matching investments