company profile
software brochure
trial softwares
members login
overview system requirements
Employee & Sub Broker Management
Pay slip of employees
Brokerage challan of Agents
Incentive Rate card of employees and agents
Call recording option for employees
Sales & Revenue Management
Branch-wise sales & Revenue
Employee & Agent-wise Sales & Revenues
Product-wise sales & Revenue
Brokerage(Upfront & Trail)
Transaction Management
Purchase, Redemptions, switches, SIP, SWP, STP, etc.
Folio & Application Number-wise transactions
Clients Portfolio & Asset Management
capital summary
performance analysis
P & L Position
Transaction Story
Taxation Sheet
Product Information and Management
Toppers and looser among Mutual Funds
Mutual funds comparison
(Among family and among category)
Mutual funds fact sheet
Mutual fund risk degree
Mutual fund past performance
Scrip-wise exposure in each scheme
Sector-wise exposure in each scheme
Mutual fund NAVs
Contact Management-Clients
Contact Detail: Address, phone numbers etc.
Mailer list
Dependents list
Scanned copy of PAN card
Relationship manager-wise client detail
Important Reports & Calculations
Capital summary
Performance analysis
Toppers & Losers
Load structure
Risk management
Fact sheet
SIP detail
Scheme performance analysis
Scheme comparison
Sector-wise scheme comparison
Scrip-wise scheme comparison
Client status
Client mailing list
Client’s dependent list
Branch sales report
Pay slip
Associate payout sheet
Brokerage rates
Revenue status
Transaction report
Unit value report
Dividend report
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