Find "Gaps" in your client's portfolio
Auto extract data from RTA Consolidated Account Statement & get Portfolio Analytics
Excel Sheets with
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Holdings
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Transactions
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Account Information
Generate Analytics
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Returns: IRRs, Absolute, Asset Class
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Taxes: Short Term & Long Term
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Exit Loads & Lockin Periods
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Detailed Ageing Calculations
Become at par with large wealth cos in advising & acquiring new customers
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Advise on complete MF portfolio of investor, including purchases outside your ARN
- Identify sell-able units with no short term tax & exit loads
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Tax calculations for current FY
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Ability to calculate over all IRRs, Advisor level IRRs & Asset Allocation
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Automatic data extraction into holdings & transactions with ISINs, & AMFI codes