UpperMOSt
Business Intelligence just a click away
Industry’s one of its kind tool which is designed to help you manage and improve your business through advanced features that provide insights on clients, revenue, sales and other crucial aspects of your business.
Key Features:
-
Business Snapshot
- Daily / Weekly / Monthly / Yearly snapshot of Business Revenue, AUM, Sales or Turnover & client Acquisition
- Comparison of your current VS previous business growth
-
Client Portfolio & Reports
- Quick client search option which provides comprehensive information of all your clients right from Portfolio, Holdings, Transactions and Capital Gain/Loss
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My Reports
- Access to important reports like Client/product wise Revenue Report, Hierarchy Report, AUM Report, Running SIP Report, Online Report, etc.
-
Quick Access to Digital Account Opening
- Simplified and enhanced account opening process
- Self-Direct Account Opening: Faster lead conversions without any physical meetings
- Mass Account Opening: Multiple account activation with hassle-free documentation
-
Product subscription
- Subscribe to Investment Products like Intelligent Advisory Portfolios, Me-Gold, Sensibull and TradeGuide Signal (TGS) on behalf of your clients on UpperMOSt App & Web
-
BizOps
- No need to remember multiple login-passwords. 15+ applications accessible from a single window
- Multiple Reports in a single click. 100+ reports merged into 30+ reports which can be downloaded in various formats
Industry’s one of its kind tool which is designed to help you manage and improve your business through advanced features that provide insights on clients, revenue, sales and other crucial aspects of your business.
Key Features:
-
Business Snapshot
- Daily / Weekly / Monthly / Yearly snapshot of Business Revenue, AUM, Sales or Turnover & client Acquisition
- Comparison of your current VS previous business growth
-
Client Portfolio & Reports
- Quick client search option which provides comprehensive information of all your clients right from Portfolio, Holdings, Transactions and Capital Gain/Loss
-
My Reports
- Access to important reports like Client/product wise Revenue Report, Hierarchy Report, AUM Report, Running SIP Report, Online Report, etc.
-
Quick Access to Digital Account Opening
- Simplified and enhanced account opening process
- Self-Direct Account Opening: Faster lead conversions without any physical meetings
- Mass Account Opening: Multiple account activation with hassle-free documentation
-
Product subscription
- Subscribe to Investment Products like Intelligent Advisory Portfolios, Me-Gold, Sensibull and TradeGuide Signal (TGS) on behalf of your clients on UpperMOSt App & Web
-
BizOps
- No need to remember multiple login-passwords. 15+ applications accessible from a single window
- Multiple Reports in a single click. 100+ reports merged into 30+ reports which can be downloaded in various formats
How Does it Benefit You:
-
Easy overall business monitoring in a single click
-
Smart notifications quick business decisions
-
Availability of client data
at a go -
Facility for product subscription on behalf of the clients
-
Access to quick online account opening
Image Gallery:
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Business reports
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Business Summary
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Business Snapshot-AUM
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Business Snapshot - Revenue
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Business Snapshot - Sales
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Client Portfolio Details
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Client Reports
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Online Business Report
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Product Subscription
-
Quick Access to Digital Account Opening
