Digitized customer journey onboarding
Wealth Side Dashboard: Wealth Side dashboard is a 360 view of all the investments in one place
Stock & MF Portfolio:
- 1. A drill down into the performance of each stock and mutual fund in the portfolio
2. The graphical analysis of the investors' portfolios, individual funds, and historical performance RM & Family Setup, Risk-Profiling, Asset Allocation, Tax Calculations(Exit Load, Long term & short-term capital gains)
Interfaces with NSE, BSE, BSE Star, Karvy
Empowering investors with data research(Morning Star, Value Research)
In-built email notifications and alerts. Reconciliation with DP, Broker, AMC
Integrate external interfaces like CKYC, UPI, emails, data infrastructure, research reports
Onclick investor reports, backoffice reports
Transactions:
- 1. A seamless process of order routing and fund transfer (SIP/Lumpsum, STP, SWP)
2. Hassle-free fund transfer: UPI, Net Banking, Stocks
