BIG Update – Introducing Advisor Dashboard – One place for all your data

BIG Update – Introducing Advisor Dashboard – One place for all your data

planner_dashboardHaving all the important data at your fingertips can help in making you a super efficient advisor. Sadly, most of the time, this data is scattered across different software, excel files, diaries, e-mail, post it notes etc.

We understand that and we’ve tried to solve that!

Introducing Advisor Dashboard – A single place to access all your important data, instantly. Be it upcoming asset maturities, outstanding tasks, upcoming meetings, important action items or simply viewing your business growth, we’ve got it all covered.

Here’s an exhaustive list of what the Advisor Dashboard has in store for You:

  • Practice Level
    • Total client count
    • Client added in last 30 days
    • Total AUM
    • Total SIP book
    • Manage and track your business goals
  • MF Analytics
    • Recent purchases, Redemptions, Reversals and Rejections
    • Category wise AUM breakup
    • Top AMCs
    • Month wise Gross Sales, Redemptions and Net Sales
  • CRM
    • Tasks and activities
    • Meetings
    • Action plans
    • Sales pipeline
  • Maturities & Renewals
    • SIP, Insurance, FD etc.
  • Financial Planning
    • Upcoming client goals
  • Miscellaneous
    • Upcoming birthdays
    • Minor turning major
    • Recently logged in clients

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