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Organized Business Process
Sales:   +91-79-40200909 (India) ,  +1-201-203-4381 (USA)
Support: +91-79-40200911
Organized Business Process
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
  • Track & Analyze your Research Performance
  • Manage Subscribers & their Renewals
  • Track Revenues generated by Research Calls
  • Close Trade Calls automatically as the scrip reaches the closing price
  • Organize your Business Process
  • Increase Profit Margins
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  Organized Business Process
  • Subscriber can register online for various schemes through Self Care portal
  • Define Free Trial Scheme with validity days to restrict free services
  • Define offered schemes, with their validity period.
  • Manage customers according to their selected schemes.
  • Renew customer services
  • Allot different Sender IDs for different schemes.
  • Define standard SMS templates for each call type like Intraday, Delivery, F&O, BTST, Buy Above, Sell Below, etc.
  • Use standard format to send calls like call type - Buy/Sell - Scrip - Scheme - CMP – SL-  TGT1-  TGT2 - TGT3
  • Define standard SMS templates for SL, TGT1, TGT2, TGT3 and Close Tip, so that they can be sent in minimum time.
  • Manage scrips with your defined codes with auto save facility of scrips
  • Append time with each call
  • Maintain records of each call along with their Profit/Loss amount wise and percentage wise.
  • Fetch performance reports publishable on your website
  • Publish charts and tabular performance report
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