Online Back Office Provides with Partners innovative, useful value added services that help him in servicing intelligently and conveniently. Online back office facilitates partners providing him comprehensive reports across products.

 

 


Admin Management lets patrners generate online logins for their clients and set various allerts regarding their portfolios valuation, NAV etc.

 

 


Partners can analyse investors' portfolios, print them, send them through SMS or Email. following Various types of reports can be generated:

- Client Portfolio report 

- AUM Repports

- Transaction Reports

- Consolidated Reports

 

 

 

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