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Offer comprehensive investment avenues to your equity clients by enabling mutual funds through their existing demat account
Consolidate investments from Equity, Mutual Funds and other asssts into a single platform.
Demat support allows for all units to come into the clients existing demat account. Singular reporting as well as potential collateral for margin, you decide.
Leverage your existing sub-broker network and enable them to execute Mutual Fund transactions for their client with no additional hurdles. Greater commission opportunities
Maintain Sub-broker specific ledgers to capture brokerage accrual and commissions. Offer ready to use GST invoices for payout. Ensure regulatory compliance with accurate record keeping.
Automated commission calculations ensure everyone receives their commissions quicker, improving cash flow. Get access to real-time commission data, providing transparency into how commissions are being generated and distributed.
With accurate and up-to-date holdings and transactions, you can have more informed conversations with your clients about their portfolio's performance, identify potential opportunities, and make data-driven decisions.
Streamline reconciliation of AUM against Transactions, BSE vs RTA, Promised Brokerage versus Actual brokerage received. FundCore ensures real-time accuracy across data, freeing your team to focus on clients and strategy. No more errors, just pure efficiency.
Eliminate manual entry and streamline reconciliation. We ensure real-time accuracy between platforms, freeing your team to focus on clients and strategy. No more errors, just pure efficiency.
Comprehensive client level reports inlcuding portfolio, performance, Capital Gain/Loss, SIPs, Account Statement, Projected Gain/Loss and more
The platform that comes with Data. AMC, Scheme, NAV and Portfolio come built in so that you don't have to ever worry about missing or inconsistent data.
Make data-driven decisions, optimize operations, manage risk effectively using centralized platforms to visualize and analyze critical data.
Reports that drive your Business ahead. Reports on SIPs, AUM, Collections and Opportunities available to those who need it whenever they need it.
Built in slicing and dicing make these reports a gold mine of information.
