The app provides a 360-degree view of firms, offices, and advisors, tracking communication history and market segment performance. It manages CRM activities, schedules calls, and updates contacts for sales preparedness and efficiency.
Manage investment portfolios with Mutual Funds, Equity Shares, Bonds, Fixed Deposits, PMS, and Insurance. View portfolio reports, historical performance, and transaction statements. Download statements with one click. Log in using Google email.
Track cryptocurrency prices with live market overviews and watchlist updates. Explore price movements and identify key trends. Access a learning library on custody and compliance. Use a scenario planner for illustrative price range analysis.
