Features

Advisory CRM System

  • Manage Internal & External Analysts, Customers, Sub-Brokers
  • Risk Profiling of the Customers
  • Single Branded Mobile App for your business & customers

Performance Profile

  • Generate Performance verified profile
  • Organize all advisory calls with tracking

MIS Reports

  • Performance Tracking Report on Internal Analysts
  • Performance Tracking Report on External Analysts
  • Performance Tracking of External Analysts & Sub-Brokers with their performance
  • Comparison statistics with Industry Performances

Customer Data Protection

  • Does not expose customer details to Analysts / External Analyst
  • Secure channel then WhatsApp to secure customer detail

Communication and Notification

  • Instant Notification on new advisory call based on risk profiling of customer
  • Instant notification on tracking and book profits
  • Internal Broadcast message feature to Sub-Brokers, Analysts and Customers

Telegram Integration

  • Automatically send notifications on Telegram Channels

Research Report Repository

  • Manage & Organize Research reports for your internal organization
  • Personal centralized repository for reports

Increase Revenue

  • Broadcast own calls to your own customers
  • Call-To-Trade button with your support number to improve revenue from trading
  • Risk Profile based personalized advisory calls
  • Facility to cater Trial Customers

Make Money via Affiliates

  • Earn handsome monthly commission by referring & selling advisory services from SEBI registered analysts

Real-Time Tracking API

  • Real-Time advisory call Tracking API to be used with your existing Web, App, Platform or community board
  • Real-Time performance report on advisory calls via API


Price List

Free

  • 0-20 Customers
  • Sub-Brokers
  • Analysts
  • 150 Calls
  • Telegram

Try Now
₹999*/month

  • 21-200 Customers
  • Sub-Brokers
  • 1 Analysts
  • 1500 Calls
  • Telegram - 2 Packages

15-days Trial
₹2000*/month

  • 201-500 Customers
  • Sub-Brokers
  • 3 Analysts
  • Unlimited Calls
  • Telegram - Unlimited

15 days Trial
₹Custom*/month

  • Above 500 Customers
  • More than 1 Sub-Brokers
  • More than 3 Analysts
  • Unlimited Calls
  • Telegram - Unlimited
Contact Us

Contact Us

Locations



Mumbai

413, RIIDL, SIMSR Bldg., Somaiya Vidyavihar, Vidyavihar(E), Mumbai 400077.

Ahmedabad

B-201, DevCastle, Isanpur, Ahmedabad 382443.

Working Timing

Mon-Sat: 10am to 7pm