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