• Consolidation of all their financial accounts. One view of all their bank, credit card, insurance, loan, equity, mutual fund, small saving, PPF, company fixed deposit and other asset accounts.
• Customized reports like Net worth, Capital Gains, My portfolio, Budget Report, Financial Health Check.
• Portfolio tracker that not only allows them to keep a track of the transactions but provides live updates, comprehensive research and customized reports on their investments.
• Auto selection of tax form depending on the data of the client. An XML output ready for online filing.
• Time and event based alerts reminding the clients of bill payments, due dates and stock price movements.
• The client can manage multiple profiles with the application.

• Continuous Visibility on the desktop of the client.
• A superior customer experience to keep up with the growing competition.
• An organised client who has all his financial history in place which in turn helps you to give better advice.
• Customer specific reports that would support your recommendations.
• Information on client’s investment portfolio.
• All mutual fund and insurance transaction of the client can be routed through you.
• Attractive commission scheme on sale and renewal of the product.
• No Deposit, Licensing fees or stocking required.