Find "Gaps" in your client's portfolio 

Auto extract data from RTA Consolidated Account Statement & get Portfolio Analytics
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Excel Sheets with 

  • Holdings 

  • Transactions

  • Account Information  

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Transaction Sheet.png
Transaction Sheet.png
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Generate Analytics ​

  • Returns: IRRs, Absolute, Asset Class

  • Taxes: Short Term & Long Term ​

  • Exit Loads & Lockin Periods 

  • Detailed Ageing Calculations

Become at par with large wealth cos in advising & acquiring new customers 

  • Advise on complete MF portfolio of investor, including purchases outside your ARN 

  • Identify sell-able units with no short term tax & exit loads 

  • Tax calculations for current FY

  • Ability to calculate over all IRRs, Advisor level IRRs & Asset Allocation

  • Automatic data extraction into holdings & transactions with ISINs, & AMFI codes