Technology Platform For Professional IFAs Technology Platform For Professional IFAs Welcome To Advisor Platform URL to Access Advisor Platform http://www.advisoronline.in
Mar 26, 2015
Technology Platform For Professional IFAsTechnology Platform For Professional IFAs
Welcome To Advisor Platform
URL to Access Advisor Platform
http://www.advisoronline.in
Technology Platform For Professional IFAsTechnology Platform For Professional IFAs
Advisor Online-Offers
All your Transactions at Finger Tips across all products Client Profiling & automated Portfolio Reports Commission Tracking Alerts & Reminders Financial Planning Tools Research Reports Circulars & News Help Desk & Error Tracking System SMS Service
Technology Platform For Professional IFAsTechnology Platform For Professional IFAs
Enter your login id and password
Click here and then press Login
Button
Advisor's Login Section
Technology Platform For Professional IFAsTechnology Platform For Professional IFAs
Advisor Online Home Page
Research & Reports Section
My Client SectionAlerts
Section
Back Office Section
Commission Statement
Section
Technology Platform For Professional IFAsTechnology Platform For Professional IFAs
My Client Section
Client Account Configuration
Client Folio Mapping of Unmapped Folios
Detailed Performance & Valuation Report(P/L)
AMC Wise Summary Reports
Folio-wise Report (Mapped & Unmapped combined)
Mapped Folio Listing (for Correcting Mapping Errors)
Technology Platform For Professional IFAsTechnology Platform For Professional IFAs
Click Here to Create/ view your Clients
Client Account Configuration
Technology Platform For Professional IFAsTechnology Platform For Professional IFAs
Click Here to Add New
Client
Client Account Details
Technology Platform For Professional IFAsTechnology Platform For Professional IFAs
Click Here to save client information
Client Information Page
Technology Platform For Professional IFAsTechnology Platform For Professional IFAs
Click Here to Add Members
of Client
Adding Members of Clients
Technology Platform For Professional IFAsTechnology Platform For Professional IFAs
Client Accounts Details
Technology Platform For Professional IFAsTechnology Platform For Professional IFAs
Client Folio Mapping
Creation of Client Creation of Client Investor's Mapped the Folio with the Client & Investor Unmap Facility for wrong mapped clients
Technology Platform For Professional IFAsTechnology Platform For Professional IFAs
Click Here for Unmapped folio List
of Client
Unmapped Client Folio List
Technology Platform For Professional IFAsTechnology Platform For Professional IFAs
Select Client and investor for folio mapping and then click on
save button
Folio Mapping of Clients
Technology Platform For Professional IFAsTechnology Platform For Professional IFAs
Click Here for Detailed
Performance valuation Report
Click here for wrongly mapped folios for
correction
Mapped Folio Correction
Technology Platform For Professional IFAsTechnology Platform For Professional IFAs
Search Investor for Unmapping folios
Click Unmap link to Unmap Folio
Unmapping Wrong Folio List
Technology Platform For Professional IFAsTechnology Platform For Professional IFAs
Show Comprehensive & Portfolio
Performance Report of the clients
Detail Performance Reports
Technology Platform For Professional IFAsTechnology Platform For Professional IFAs
Select Client and then investor and
click on submit button
Detailed Performance Report
Technology Platform For Professional IFAsTechnology Platform For Professional IFAs
Click Here To View AMC Wise Summary
of Mapped Folios
AMC Wise Summary Report
Technology Platform For Professional IFAsTechnology Platform For Professional IFAs
Select Your Client and Click Submit
Button
Client Wise AMC Report
Technology Platform For Professional IFAsTechnology Platform For Professional IFAs
Click Here to view Folio Wise Report
Folio Wise Report
Technology Platform For Professional IFAsTechnology Platform For Professional IFAs
Select Folio Type
Folio Wise Report
Technology Platform For Professional IFAsTechnology Platform For Professional IFAs
Back Office Section MIS Reports
AR Transaction Search Report
Period Wise Transactions Report
Product Wise Summary Report
SIP Collection Report
Transactions Report
Sales Employee
Sales Executive Configuration
Sales Executive mapping to client
Sales Executive Performance Report
Leads
General Insurance Leads
Life Insurance Leads
Technology Platform For Professional IFAsTechnology Platform For Professional IFAs
Click Here to view Period Wise
Transaction Report
Period Wise Transaction Report
Technology Platform For Professional IFAsTechnology Platform For Professional IFAs
Select required criteria and then
click Show button
Technology Platform For Professional IFAsTechnology Platform For Professional IFAs
Technology Platform For Professional IFAsTechnology Platform For Professional IFAs
Click Here to View Product Wise
Report
Product Wise Report
Technology Platform For Professional IFAsTechnology Platform For Professional IFAs
Select required Criteria and click on View report t
Technology Platform For Professional IFAsTechnology Platform For Professional IFAs
Technology Platform For Professional IFAsTechnology Platform For Professional IFAs
Click For SIP Collection Report
SIP Collection Report
Technology Platform For Professional IFAsTechnology Platform For Professional IFAs
Technology Platform For Professional IFAsTechnology Platform For Professional IFAs
Click to Search
Transaction
Search Transaction
Technology Platform For Professional IFAsTechnology Platform For Professional IFAs
Technology Platform For Professional IFAsTechnology Platform For Professional IFAs
Click Here to view
Transaction Reports
Transactions Report
Technology Platform For Professional IFAsTechnology Platform For Professional IFAs
Technology Platform For Professional IFAsTechnology Platform For Professional IFAs
Technology Platform For Professional IFAsTechnology Platform For Professional IFAs
Back Office >> Sales Executive Configuration
Sales Executive Configuration Sales Executive Mapping to Clients Sales Executive Performance Report
Technology Platform For Professional IFAsTechnology Platform For Professional IFAs
Click to View
Back Office Section
Technology Platform For Professional IFAsTechnology Platform For Professional IFAs
Click Here to view/Edit Sales
Executive Configuration
Sales Executive Configuration
Technology Platform For Professional IFAsTechnology Platform For Professional IFAs
Click Here to Add Sales
Executive
Technology Platform For Professional IFAsTechnology Platform For Professional IFAs
Enter Sales Executive name and click on
Submit
Technology Platform For Professional IFAsTechnology Platform For Professional IFAs
Technology Platform For Professional IFAsTechnology Platform For Professional IFAs
Select Name of Sales Executive to
Map Client
Technology Platform For Professional IFAsTechnology Platform For Professional IFAs
Select name of the Sales Executive/s to view their performance Report and
click Here
Sales Executive Performance Report
Technology Platform For Professional IFAsTechnology Platform For Professional IFAs
Back Office >> Insurance Leads Reports
General Insurance Leads Reports
Life Insurance Leads Reports
Technology Platform For Professional IFAsTechnology Platform For Professional IFAs
Click Here to view General
Insurance Leads
G.I. Leads Reports
Technology Platform For Professional IFAsTechnology Platform For Professional IFAs
Technology Platform For Professional IFAsTechnology Platform For Professional IFAs
L.I. Leads Report
Technology Platform For Professional IFAsTechnology Platform For Professional IFAs
Alerts Section
Fixed Deposit Renewal
SIP Renewal Due
Technology Platform For Professional IFAsTechnology Platform For Professional IFAs
Click To View Renewal Alert
Technology Platform For Professional IFAsTechnology Platform For Professional IFAs
Select month , year and click on
Show
Technology Platform For Professional IFAsTechnology Platform For Professional IFAs
Select Month,Year and Click On Show
Button
Technology Platform For Professional IFAsTechnology Platform For Professional IFAs
Financial Planning Tools
Corerpati Planner How to Become Corerpati Human Life Value Calculator Planning for Child’s Education Planning for Child’s Marriage Retirement Planning See How Money Grows
Tax Planner
Technology Platform For Professional IFAsTechnology Platform For Professional IFAs
Click To Create or Search
Crorepati Plan
Financial Planning Section
Crorepati Plan
Technology Platform For Professional IFAsTechnology Platform For Professional IFAs
Enter the above information and click here to generate plan
Technology Platform For Professional IFAsTechnology Platform For Professional IFAs
Enter the information and
click here for Tax Planning
Technology Platform For Professional IFAsTechnology Platform For Professional IFAs
Commission & Bill Section
Regular Monthly Bill SIP Bills
Technology Platform For Professional IFAsTechnology Platform For Professional IFAs
Click Here to View/Print
your Monthly Bills
Technology Platform For Professional IFAsTechnology Platform For Professional IFAs
Technology Platform For Professional IFAsTechnology Platform For Professional IFAs
Technology Platform For Professional IFAsTechnology Platform For Professional IFAs
Product Roadmap ....
Renewal Alerts for Life Insurance and General Insurance Policies
Web interface for ANA Clients (Micro Website)
Facility to enter ARs from ANA Office
Facility to add extra transactions in the portfolio reports which are not present under Bajaj Capital's ARN.
Extended CRM functionalities
Technology Platform For Professional IFAsTechnology Platform For Professional IFAs
Thank You !!!
Your feedbacks and suggestions are Welcome