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High on Technology.

Zero Cost.

A new-age digital platform to engage your clients.

Platform Features

Unlimited scale

Unlimited user and investor logins

Reporting Module

A rich set of visual client and internal reports

Mailback Automation

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

Mutual Fund Data

Research tools with mutual fund data integration

KYC

Seamless integration with KRAs to retrieve KYC information

Onboarding & History

Client onboarding including capturing all client information and transaction history

Niivo Mobile App

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

Portfolio Monitoring

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

Audit Logs

Historical audit logs of all transactions for compliance

Client Training

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

Support

Email customer support with a 24 hour turn around time

BSE Star Integration

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

Check out the platform in action:

© 2020 Claro Technologies Pvt Ltd

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Niivo is a trademark of Claro Technologies Pvt Ltd