Advisory Dashboard

A unique business tool for you

A vital business tool that provides the right recommendations and actionable data of your clients to enable you with the right business pitch. It also does an in-depth analysis of your clients’ trading behavior pattern to help you fulfil their investing/trading needs.

Key Features:

Business Summary
- An overall snapshot to track business productivity & performance
Stock Opportunities
- Customized recommendations for every mapped client
Client Analytics
- Extensive actionable data of your clients to help you service them better
Your Day Plan
- A To-Do list to plan your day in a systematic & productive manner
News
- Industry’s fastest and real time news to keep you and your clients updated
Product subscription
- Subscribe to Advisory products like Intelligent Advisory Portfolios, Sensibull, PR tool and more on behalf of clients

How Does it Benefit You:

Real-time summary of your business across clients, revenue and segments
Real-time summary for every client with the right pitch
Potential client lists for every product to help you create cross selling opportunities
Automated day plan to help you increase productivity and reach maximum clients
Lightning fast news service to help you find opportunities for clients
Smart Notifications to keep you updated on business actionable