- Strategic M&A activity is rising.
- Quick, Economical and Efficient way to grow advisory business.
- Talent and skillset acquisition.

- Client service will target more personal approach.
- Advisors will carefully customize their messages for specific market segments.

- Investors will start looking beyond their geographical region.
- Platform for trading Global investment instruments.
- Asset management companies required to upgrade their back office to match with Global Asset management.

- Pick up on trends in their early stages as the computers constantly run scenarios to locate inefficiencies.
- The models are capable of analyzing a very large group of investments simultaneously.

- User Management
- User Permission
- User log
- Data encryption
- Data backups
- Redundancy
- Built-in firewalls

- E- KYC
- Video based IPV
- E- sign
- OCR reading
- Client onboarding

- Recommendation to clients
- Client confirmation
- Bulk order file creation
- Uploading it to trading software

- This module generate documents for submissions
- Timely reminder for SEBI submissions
- Periodical SEBI reports
- Updates on SEBI amendments

- Import transaction files from brokers
- Karvy/CAMS statements
- Integration with trading software

- Accounts management
- Bank Receipt /Payment Management
- Bank Reconciliation
- Journal Voucher Management
- Ledgers
- Trial Balance Sheet
- Profit Loss A/c
- Balance Sheet

- Consolidated portfolio report
- MIS report - Family wise
- Periodical reports
- Asset allocation report
- Holding and realized report
- XIRR report(category/client wise)
- Transaction summary
- Account statement
- Corporate action report
- Fees payment report
- Capital gain reports
- Expense report
- Balance sheet and Profit & Loss account

- Performance based fees setting
- Hurdle rate based fee setting
- Daily average portfolio value based
- Fixed fee setting
- Fees for different asset classes

- Auto mail
- SMS / WhatsApp
- Scheduled mail
- Survey system
- Discussion forum

- Order routing services
- API integration BSESTARMF
- Other MF trading platforms can be integrated with clients requirement

- Secure and easy way to share documents with your clients
- Documents are available to investors as part of the investor dashboard
- Tax related documents can be generated and shared with their accountants or third parties also

- Easy to manage client dashboard
- Unique UI/ UX
- Login access to clients
- Clients an access important reports here
- Graphical images for better user experience
- Important reminders
- Regular communication

- Lead capturing
- Lead tracking
- Lead distribution
- Lead nurturing
- Complete follow-up management

How APIs Benefit Financial intermediaries :
- Cost-Effectiveness
- Control over data
- Easy access to financial data
- Payment Processing
- Peer-to-Peer Programs
- Investment Management
- Regulatory compliances

- Secured cloud based platform
- Assign control to different management people
- Data security will be a priority in this module

- Portfolio Optimization / Efficient Frontie
- Forecasted Efficient Frontier
- Portfolio Optimization
- Financial Goals
- Asset Liability Modeling
- Back test Dynamic Allocation

- Technical indicators to filter the stocks
- Trader can fix technical parameters
- Entry , exit stop loss level will be generated
- System will show the intraday trading results
- Trader can use bulk order utility

- Black Scholes calculator
- What  if analysis
- 72  in built strategies
- Multiple leg option positions
- Trend finder to get trend swings
- Create own strategies
- Trading simulator
- Option portfolio generator
- Easy to use user friendly method

APIs can be used to :
- Run algorithmic models on their own trading systems
- Receive real-time pricing
- Perform normal trades
- Can execute orders in real-time
- Manage user portfolio
- Stream live market data

- Provide project oversight
- Identify objectives
- Assign ownership of individual tasks
- Plan a work flow and document it
- Reach on customization areas

- Our consultant will show a demo immediately after coding the plans to the software
- Advisory can check whether the required inputs are working properly
- Advisory can involve staff in operating software in real business
- Advisory can request for necessary changes in system and this will be treated as the final plan.

- Clients can raise issue through a 24 hours ticket system
- We work by treating the causes, not the symptoms
- Work closely with you to conduct comprehensive analyses of issues
- We ensure an automotive after-sales performance