The Invest Manager allows your clients to login to your site and view their portfolio performance reports. The reports are generated through a centralized database and thus eliminates any manual entry. The reports are available as portfolio reports. The Investor can get a 360 degree view of his portfolio across all product class.
The Invest Manager has the capability of handling all broad categories of products in primary markets Mutual Funds , Fixed Deposits , Bonds , Post Office Instruments, Equity IPO’s.
Fast and Scalable system that improves your productivity and grows with your business. Multi –user security provides an unprecedented level of data access, control and flexibility. Quality customer service, training and support helps ensure a smooth conversion efficient start – up and effective ongoing operations.