Features of Software on your own website
Uploads daily CAMS and Karvy Transactions Automatically from your email without any manual intervention.
Your Investors can invest online directly in your ARN Code from any corner of the world.
Your Investors can view their family portfolio from anywhere..
Highly Secured Dual Authorization Access Code feature.
Create Unlimited Logins For Your Investors.
You can work in your own ARN Code Directly with AMC.
Reports available like Transaction, Valuation, Brokerage, Tax, AUM, Active/Terminated SIP, Reversal/Rejection etc.
Its Online & Accessible from anywhere and every where.
Personal Appointment Management System and Task Manager.
Simple and Easy to Use.
Save time and concentrate on your core competencies.
Ask your clients to visit your own sub-domain for Latest NAV of all mutual funds updated automatically.
Maintain queries about account statement, dividends, redemption payouts etc easily with the help of query management system.
Distinguishes between dividend payout and dividend reinvest in same scheme and folio.
Distinguishes between two different investors with exactly the same name.
Automatic NAV Updation, Automatic Dividend Calculation.
Eliminates Reversal Entries.
Automatic Name Correction (in case of error in names).
FIFO Based Calculation of P&L.
Get a 10 page website with option to customize it according to your requirements.
Express your views to the world and give tips to your investors with blogs.
Get inquires from prospective customers directly on your personal email id and cell number.
Ease your work through download zone by managing necessary downloadable files on your site.
Your genuine clients can provide review about your service and it can automatically get updated on facebook resulting in word of mouth publicity.
Get New Customers Through Social Networking Integration.
Benefit of ethical viral marketing in the groups and circles of your existing clients.
Listing of your account with your business name on google, yahoo and other search engines for better chance in searches.