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This is an advanced technological platform for Partners with all the value added
reports and services to give better service to your client.
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Investment related reports for clients / partners’ clients
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- Portfolio Valuation Report – Detailed
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Portfolio Valuation Report – Summary
- Capital Gain/Loss
Report
- Dividend Income Report
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Transaction Report
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SIP related reports
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- SIP Transaction Report
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SIP Reminder Report
- SIP Reconciliation Report
- SIP Termination/Closed Report
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SIP Account report
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Business MIS Report
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- FMP Maturity Report
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AUM report
- Business Collection Report
- Customer profiling Report
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Administration related Facilities for Partners
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- Group Creation / Group Shifting
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Client Login creation / Password
- Label Printing
- Online Query Module
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Other Reports for Partners
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- Brokerage Rate Structure
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Various Contest announcements
- Brokerage Earned
Report etc.
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