All Asset Classes
Record Investment in MF/ ULIPS/ FD/ Equity Shares & Insurance (both Life & General). Record of all Purchases and Redemptions.
No Data Entry
Direct Upload from Registrar mail back files. No entry required. Daily 2 minutes Auto Update for NAV, Dividends & New Schemes.
360° Customer View
Complete details of all Folios (Joint Names, Mode of Holding, Bank details, Nominee etc) Current Holding by folio. Asset Allocation by Scheme.
Easy to use
Provision for Family Group to see the performance at a glance. Scheme comparison, Growth Calculator, SIP Calculator, Latest NAV, Dividends lookup.
Brokerage Commission Report, Mobilization report, Capital Gain Statement. Portfolio valuation for Currently held schemes. Assets under Management by ARN, by Fund, by Client.
Alerts for SIP, Insurance Premiums Due, Maturity. Print Filled up Forms/ Send Emails & SMS. Provision for sending portfolio to various clients on a single click.