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Product Details |
| 1 |
Fully Responsive, Dynamic and User friendly |
| 2 |
Fast & Secure (Database on Microsoft – SQL) |
| 3 |
Secure Login Panel – Admin |
| 4 |
Secure Login Panel – Investor (Unlimited) |
| 5 |
Online MF Transactions – AMC / NSE / BSE |
| 6 |
Admin Profile & Investment Details |
| 7 |
Investor Profile & Investment Details |
| 8 |
Search Transactions |
| 9 |
Upload - DBF File |
| 10 |
Investment Tips – Mutual Funds, Stocks & Insurance |
| 11 |
Portfolio Investment MIS – Mutual Funds |
| 12 |
Investor - Manual Entries – Mutual Funds, Stocks, FD, Real Estate & Insurance |
| 13 |
Admin - Manual Entries – Mutual Funds, Stocks, FD, Real Estate & Insurance |
| 14 |
Financial Planning |
| 15 |
Risk Profiling |
| 16 |
Financial Calculator |
| 17 |
Goal Planning - map with exiting or new investments |
| 18 |
Goal Planning - map with family investments |
| 19 |
Refer A Friend - Unlimited |
| 20 |
Investor’s Feedback - Unlimited |
| 21 |
Alert / Reminder - Unlimited |
| 22 |
Broadcast Unlimited Emails - Free |
| 23 |
Emails for Wishes and Greetings – Free |
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Book Your Order |