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Who are my investors? |
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Top n Investor report with option to drill down on specific investor to pull up transaction level information |
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Demographic details of my investors? |
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Category-wise, City-wise, Occupation-wise and Distribution-wise holding report with ability to sort and drill down |
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How is my fund performing? |
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Various AUM reports , Funding Report – Inflow & Outflow , Branch-wise performance reports |
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Who are my distributors & how are they performing? |
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Top n Distributor report with amount mobilized
Performance Report |
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How much commission am I paying? |
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Date-wise Commission report with transaction level drill down on commission paid and accrued |
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Alerts |
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Probable AML violations
High value transactions as defined by AMC
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