Financial CRM Software

Sr. 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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