New udpates to MIS reports – SIP Analytics

New udpates to MIS reports – SIP Analytics

SIP Analytics Screenshot
In continuing our efforts towards building out a robust back office tool, we are excited to launch SIP Analytics – An important part of the MIS reports section. Here’s what we have for you:
  • View total SIP Book
  • List of All SIP
  • SIP Drill down option at
    • AMC Level
    • Scheme Level
    • Client Level
    • Applicant Level
  • Last 6 month data of New SIP, Ceased SIP and Net SIP book
  • SIP Rejections/Reversals
  • List of Expiring SIP
  • List of Expired SIP
  • Analytics
    • SIP Count, Average SIP
    • % of clients without SIP
    • % of SIP not linked to goals
  • Export to excel
Where to locate this: Planner Section > Back Office > MIS Reports > SIP
Other updates:
  • Financial Planning – Retirement Planning now supports two phase asset allocation
  • MF reports – Several refinements to the PDF output
  • Several bugs and fixes

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