Services

01
A website and a mobile app which not only shares a broad overview but also carries granular details for tracking and evaluation
02
Seamless and integrated module for client onboarding, account opening, risk profiling, product profiling, and portfolio creation
03
Invoice generation, revenue reconciliation and forecasting
04
Consolidated product research for decision making and one-click/automated process for tedious tasks
05
Reduced risk to adhere to timely and error-free regulatory requirements
06
Conversion of internal (firm-level) and external (regulatory-level) compliance policies into processes with minimum human intervention

01
Flexibility in choosing delivery channels and data audit and analytics to select the right client engagement strategy
02
Seamless and integrated module for client onboarding, account opening, risk profiling, product profiling, and portfolio creation

01
Application-oriented programs and courses for partners to move up on the learning curve
02
Improved domain knowledge
03
Ability to harness selling skills
04
Value systems for sustainable business growth