Get your moneys worths
From financial metrics to sales and marketing data, our dashboard provides you with a holistic view of your business operations.Stock Creation and RebalancingUsers can create a strategy of multiple stocks of mutiple type like All Stock, Liquid bees and Cash.
Email Strategy to ClientUsers can assign the strategy to client and email will be sent.
Advisory CreationAdvisory can be created for all the customers and it gets updated when the strategy gets rebalanced.
Data Extraction from Contract NotesContract Notes data can be extracted automatically and stored.
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From financial metrics to sales and marketing data, our dashboard provides you with a holistic view of your business operations.
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