Features of Multi-Asset Portfolio software:

 

1) Client Dash Board which Includes:
- Client Profile
- Risk Profile
- Asset Portfolio  Allocation summary
- Market summary

2) Client Profile with an option to upload identify/address Proof.

3) Risk Profile calculation and Report generation.

4) Asset Details of Client which includes:
a) Client self and family member wise details
b) Net Worth
c) Data Feed and edit, Maturity, Returns, online auto-data updation etc.
and Reports thereof for Investments in:

- Mutual funds (including a facility for online transaction)
- Stocks
- Life Insurance
- Fixed Income Instrument (FD, RD, Bonds)
- Real Estate/Property
- Retirement Accounts (EPF/NPS/Gratuity)
- Post Office (PPF/NSC/KVP etc.)
- Cash & Bank A/c’s
- Gold & Commodities
d) Liabilities details
e) Option to Copy, Download, Print and Share above details