UpperMOSt: Sub-Broker Application

Key Benefits:
  • Comprehensive Business Insights to help you compare your business performance over corresponding periods
  • Quick view of your Newly acquired, Inactive & Top customers with inbuilt call and email functionality
  • Instant client search providing comprehensive information on all your clients right from their Portfolio Holdings, Transactions to their Profit & Loss and Revenue
  • Indian and Global Market information with one click access to Top 3 Gainers, Top 3 Losers & Top 3 Most Active by Volume for Equity and Commodity
  • Access to Important reports like Client/Product wise Revenue Report, AUM Repot, Running SIP Report, Product Maturity reminder, Single Holding Report etc
  • View of Inactive Client and their revenue lost & Access of Online Business Report with platform wise detail

Key Features

Opportunity Snapshot

  • Now get your Inactive client details and send them for reactivation process in one click
  • Get client available for reactivation report and send them directly for reactivation
  • Stay updated and track who are your most active clients and their revenue on one screen

Crisp Business Snapshot & Market Updates

  • Quick snapshot of total clients, active clients, AUM, sales as well as revenue for the month
  • Know your overall and YTD ranks based on your growth
  • Info on Equity, Commodity, Currency and Global Indices
  • One click access to Top 3 Gainers, Top 3 Losers and Top 3 Most Active by Volume for Equity and Commodity

Anytime Anywhere Client Search

  • Portfolio Snapshot across Broking, Asset and Cash
  • Short term & Long term Profit & Loss summary
  • Available Margins & Limits
  • Client Holding, Transaction and Revenue reports across segments
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