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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Book Your Order |