Organized Business Process
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Vision |
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To enable Financial Advisors to communicate wealth related information in an organized way along with the mechanism to Track & Analyze such communications; which will help them in improving quality, reaching to higher number of Subscribers with lesser efforts, increasing revenue and decreasing costs
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Track & Analyze your Research Performance
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Manage Subscribers & their Renewals
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Track Revenues generated by Research Calls
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Close Trade Calls automatically as the scrip reaches the closing price
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Organize your Business Process
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Increase Profit Margins
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Organized Business Process |
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Subscriber can register online for various schemes through Self Care portal
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Define Free Trial Scheme with validity days to restrict free services
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Define offered schemes, with their validity period.
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Manage customers according to their selected schemes.
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Renew customer services
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Allot different Sender IDs for different schemes.
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Define standard SMS templates for each call type like Intraday, Delivery, F&O, BTST, Buy Above, Sell Below, etc.
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Use standard format to send calls like call type - Buy/Sell - Scrip - Scheme - CMP – SL- TGT1- TGT2 - TGT3
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Define standard SMS templates for SL, TGT1, TGT2, TGT3 and Close Tip, so that they can be sent in minimum time.
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Manage scrips with your defined codes with auto save facility of scrips
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Append time with each call
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Maintain records of each call along with their Profit/Loss amount wise and percentage wise.
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Fetch performance reports publishable on your website
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Publish charts and tabular performance report
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