laptop.png

High on Technology.

Zero Cost.

A new-age digital platform to engage your clients.

Platform Features

Scale.png

Unlimited scale

Unlimited user and investor logins

ReportingModule.png

Reporting Module

A rich set of visual client and internal reports

MailbackAutomation.png

Mailback Automation

Automated processing of mail back transactions reports from CAMS, Franklin and Karvy

MFData.png

Mutual Fund Data

Research tools with mutual fund data integration

Kyc.png

KYC

Seamless integration with KRAs to retrieve KYC information

Onboarding.png

Onboarding & History

Client onboarding including capturing all client information and transaction history

NiivoMobileApp.png

Niivo Mobile App

A complete app for the end clients to monitor portfolios, transact and view MF products

PortfolioMonitoring.png

Portfolio Monitoring

Client portfolio monitoring tool that captures mutual fund investment and allocation with deep dive capabilities

AuditLog.png

Audit Logs

Historical audit logs of all transactions for compliance

ClientTraining.png

Client Training

We schedule weekly training sessions on the platform and offer custom training for each customer

Suppor.png

Support

Email customer support with a 24 hour turn around time

BSEIntegration.png

BSE Star Integration

Free for registered users. As per licence cost for non registered users.

Check out the platform in action: