Enterprise-grade features to build brand value

Comparison of Mint

Others

Financial Portfolio Reports

  • Portfolio Return CAGR Report
  • Portfolio Summary XIRR Report
  • Capital Gain Realised
  • Capital Gain Unrealised
  • Allocation Analysis
  • Transaction Statement
  • Portfolio Rebalancing
  • MoM/QoQ/YoY Returns
  • AMC’s SOA Real Time Fetch
  •  

 

  •  

 

  •  

CRM Capibilities

  • Email Scheduler
  • Portfolio Management
  • Birthday/ Anniversary Wishes
  • SIP/STP Due Reminders
  • Insurance Renewal, FD & FMP Maturity Alerts
  • Compliance Reports
  • Compliance Reports
  • Client Segmentation
  • Active/Inactive Client Management
  • Client Acquisition
  • Comparitive Analysis
  • Fund Selectors
  • Rolling Returns
  •  

 

  • Auto
  • Auto
  • Auto
  •  

 

  •  

Business Analytics

  • AUM Analysis
  • Purchase & Sales Analysis
  • SIP Growth Analysis
  • Cash Flow Analysis
  • Variance in Allocation
  • Redemption Simulation
  • Security Exposure
  •  

 

  •  

 

  •  

Goal Centric Reports

  • Goal Simulator
  • Goal-Wise Report
  • Goal Status Report
  •  

 

  •  

 

  •  

All Asset Classes

  • Mutual Fund - Own ARN/RIA Data
  • MF- Outside ARN/RIA Data
  • Shares & Bonds
  • Fixed Deposits
  • PMS & AIF
  • Insurance (Life & General)
  • Real Estate, Gold
  • All Bulk Uploads Available
  •  

 

  •  

 

  •  

Hierarchy Management

  • Customise Multiple Levels For org. Zone/Region/Branch
  • Number Of Relationship Managers
  • Number Of Sub Brokers
  • Number Of Investors
  •  

 

  • Unlimited
  • Unlimited
  • Unlimited
  •  

 

  •  

Mutual Funds Transaction

  • NSE / BSE & MFU
  • Client Wise Permission
  • Role Wise Permission
  • Investment Account Creation
  • SIP Mandate Creation
  • Order Status Tracking

 

  •  

 

  • MFU Not Available
  •  

Manage your Leads

  • Import Prospects
  • Close New clients
  • Create Model Portfolio Presentation
  • SIP Plan Presentation
  • Task Manager
  • Email Schedule Reports
  •  

 

  •  

 

  •  

Brokerage Management

  • Income Details
  • Find Low Earning Assets
  • FY Analysis
  • Sub Brokerage Payout Processing
  •  

 

  •  

 

  •  

Security

  • Bank Type - 256 Bit Encryption
  • IP Whitelisting
  • Google Sign in
  • Single Sign On
  • Custom domain
  •  

 

  •  

 

  •  

Enterprise-grade features to build brand value

Comparison of Mint

Financial Portfolio Reports

  • Portfolio Return CAGR Report
  • Portfolio Summary XIRR Report
  • Capital Gain Realised
  • Capital Gain Unrealised
  • Allocation Analysis
  • Transaction Statement
  • Portfolio Rebalancing
  • MoM/QoQ/YoY Returns
  • AMC’s SOA Real Time Fetch
  •  

 

  •  

CRM Capibilities

  • Email Scheduler
  • Portfolio Management
  • Birthday/ Anniversary Wishes
  • SIP/STP Due Reminders
  • Alerts(Insurance, FD & FMP)
  • Compliance Reports
  • Compliance Reports
  • Client Segmentation
  • Active/Inactive Client Mgmt.
  • Client Acquisition
  • Comparitive Analysis
  • Fund Selectors
  • Rolling Returns
  •  

 

  • Auto
  • Auto
  • Auto
  •  

Business Analytics

  • AUM Analysis
  • Purchase & Sales Analysis
  • SIP Growth Analysis
  • Cash Flow Analysis
  • Variance in Allocation
  • Redemption Simulation
  • Security Exposure
  •  

 

  •  

Goal Centric Reports

  • Goal Simulator
  • Goal-Wise Report
  • Goal Status Report
  •  

 

  •  

All Asset Classes

  • MF- Own ARN/RIA Data
  • MF- Outside ARN/RIA Data
  • Shares & Bonds
  • Fixed Deposits
  • PMS & AIF
  • Insurance (Life & General)
  • Real Estate, Gold
  • All Bulk Uploads Available
  •  

 

  •  

Hierarchy Management

  • Multi Level Hirearchy
  • Number of RMs
  • Number Of Sub Brokers
  • Number Of Investors
  •  

 

  • Unlimited
  • Unlimited
  • Unlimited
  •  

Mutual Funds Transaction

  • NSE / BSE & MFU
  • Client Wise Permission
  • Role Wise Permission
  • Investment Account Creation
  • SIP Mandate Creation
  • Order Status Tracking

 

  •  

Manage your Leads

  • Import Prospects
  • Close New clients
  • Present Model Portfolio
  • SIP Plan Presentation
  • Task Manager
  • Email Schedule Reports
  •  

 

  •  

Brokerage Management

  • Income Details
  • Find Low Earning Assets
  • FY Analysis
  • SB Payout Processing
  •  

 

  •  

Security

  • Bank Type - 256 Bit Encryption
  • IP Whitelisting
  • Google Sign in
  • Single Sign On
  • Custom domain
  •  

 

  •  
Ready to get started? Get in touch
Need any help?
1001, 10th Floor
JMD Megapolis, Sector 48
Sohna Road, Gurugram,
Haryana - 122018
  0124-4707474 (10 lines)
  +91-9971888718, 9971888719
CIN U72900HR2000PTC079800
GST 06AAACE8827E1ZR
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