Track business performance with an asset-wise dashboard. View client investment portfolios. Initiate online mutual fund transactions. Manage client data and business operations remotely. Send and receive documents securely.
Upload charts via screenshot for AI analysis. Identify trends and support/resistance levels. Receive buy/sell strategy points. Access real-time data and historical insights. Customize analysis parameters and save results. Share findings with others.
View portfolio data and financial plan details in real time. Access account balances, transaction history, and investment performance. Receive updates on financial goals and plan adjustments. Communicate with advisors for personalized guidance.
