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Application for Investment Companies |
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An online application where the financial advisor / companies can log the details of their customers investments and a scheduled SMS related to their NAV’s or portfolio value will be sent. The user can also schedule the birthday & anniversary greetings for personal touch. The user will have the option of sending messages to all its customers, a particular group, etc. through the control panel.
The application will help you in keeping your customer abreast about his holdings and also the personalized message to him will help you in creating a lasting impression on the customers mind. A must have application for all financial advisors and we have a special administration level application for large advisory companies for maintaining the record for all the sub-agents under them and sending messages to their customers about the latest investment options. |
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