The platform enables end to end client portfolio tracking across Mutual Funds, Stocks and Fixed income products. Financial planners can use platform to send out customized reports and portfolio details to their clients at the click of a button.
We provide our financial planners with recommendations of mutual funds based on statistical and fundamental analysis. The fundamental analysis takes into account macro economic conditions, risk appetite and investment horizon of the investor and provides the planner with a balanced opinion about how the funds might perform in the future. As far as we know, NONE of the platforms provide this level of analysis.
The planner is provided with updates about top performing client portfolios, top funds by returns and weak performers in one easy to digest view.The views are updated everyday with day closing prices and the planner can set alerts based on threshold losses of clients.