View portfolio summaries, positions, and transaction history. Check account balances and review trade details. Execute actions on high-priority items. Receive secure login access via fingerprint or password.
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.
Create invoices, quotes, and receipts quickly with customizable templates. Track payments and send reminders to clients. Manage client information and organize financial records. Accept payments directly and avoid recurring fees.
