Manage mutual fund transactions with purchase, redemption, and SIP order initiation. Advisors can process payments via shared links. Track investor portfolios and manage multiple asset classes through an AI-powered platform.
Schedule appointments using a digital . Allow clients to book via a link and confirm appointments. Send automatic reminders through WhatsApp and SMS. Track and manage financial transactions related to bookings.
Manage client communications, schedule meetings, and access account details. View care plans, track progress, and send secure messages. Receive updates on client health and care services. Share documents and collaborate with care teams.
