High on Technology.
A new-age digital platform to engage your clients.
Unlimited user and investor logins
A rich set of visual client and internal reports
Automated processing of mail back transactions reports from CAMS, Franklin and Karvy
Research tools with mutual fund data integration
Seamless integration with KRAs to retrieve KYC information
Client onboarding including capturing all client information and transaction history
A complete app for the end clients to monitor portfolios, transact and view MF products
Client portfolio monitoring tool that captures mutual fund investment and allocation with deep dive capabilities
Historical audit logs of all transactions for compliance
We schedule weekly training sessions on the platform and offer custom training for each customer
Email customer support with a 24 hour turn around time
Free for registered users. As per licence cost for non registered users.