Partner Portal (UpperMOSt)
Motilal Oswal’s Business Partner Portal is a one-of-its kind robust portal in the industry. As a Business Partner you can make use of this portal to manage your current business efficiently and grow your business effectively.
- Quick Access of Monthly Business Analysis report (BAR)
- Quick access of Daily MIS Report
- Get information regarding your Month Wise & Year Wise Ranking with Best Business Partner details
- View or download various Presentation/Videos regarding Technology & MOSL Products from knowledge center
- Restructure your client's portfolio in just one click
- Download Investment Product forms/Factsheets & much more
- Build strong relationships by sending Birthday e-Greetings to clients
- Get client details which are available for Risk Selling
- Instant & important business and operational notifications for your actionable
- Reinvest your client's money through Product Maturity Reminders
- Day/Week/Month & Yearly snapshot of your Revenue, AUM, Sales & Clients for Broking & Investment Product
- Now Compare your business growth with previous corresponding period
- Quick view of your Newly acquired, Inactive, Top Broking and Top Asset customers
Online Business Snapshot
- Improve your online business by using online business reports
- Get MTD summary & Your Platform wise Weightage V/S National Average.
- Track Platform Wise Client Trades, Turnover and Revenue
- Check Mobile Actionable Insights and improve online business.