Suggest Me
A solution to every client’s needs
An AI powered solution designed to address the basic needs of an investor by suggesting the right portfolio mix and recommendations in a personalized report which can be used in your client interactions. This tool targets the below common needs of any investor client:
Common Investing Needs:
-
Suggest Me - I have idle cash, tell me where to invest?
-
Return in Mind - I want 15% annual returns, tell me where to invest?
-
Earn More - I want higher returns over my investments in FDs or Gold
-
Readymade Solutions - Show me complete product offering to choose from
-
Portfolio Restructuring - Tool My portfolio is not performing, how do I improve it?
Key Features:
-
Instant portfolio generation for clients
-
Award winning Research backed recommendations
-
Compare performance across products / benchmarks
-
Single click execution of recommendations
-
Personalized advice to clients based on their trading profile
An AI powered solution designed to address the basic needs of an investor by suggesting the right portfolio mix and recommendations in a personalized report which can be used in your client interactions. This tool targets the below common needs of any investor client:
Common Investing Needs:
-
Suggest Me - I have idle cash, tell me where to invest?
-
Return in Mind - I want 15% annual returns, tell me where to invest?
-
Earn More - I want higher returns over my investments in FDs or Gold
-
Readymade Solutions - Show me complete product offering to choose from
-
Portfolio Restructuring - Tool My portfolio is not performing, how do I improve it?
Key Features:
-
Instant portfolio generation for clients
-
Award winning Research backed recommendations
-
Compare performance across products / benchmarks
-
Single click execution of recommendations
-
Personalized advice to clients based on their trading profile
How Does it Benefit You:
-
Helps activate inactive clients
-
Creates crossselling opportunitiesfor clients
-
Helps inretaining clientsthrough fulfilment of needs
-
Assists in creating new business opportunities
-
Higher brokerage revenue opportunities
Image Gallery:
-
Application Summary on Uppermost App
-
Application Summary on Uppermost web
-
Select a Need
-
Suggest Me on Advisory Dashboard
-
Suggest me on Uppermost App
-
Suggest me on Uppermost Web
