marg ~ where you need to be.

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

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