Utilities for Advisors (10)

Import External Funds Using CAS

Created by Anuj Jain, Modified on Tue, 1 Apr at 1:37 PM by Prashant Verma
Email Schedular for Portfolio reports

Created by Anuj Jain, Modified on Thu, 26 Aug, 2021 at 3:16 PM by Rohan Jain
Folio Lookup & SOA Download

Created by Anuj Jain, Modified on Fri, 13 Jun at 4:58 PM by Prashant Verma
Model Portfolio Review utility

Created by Anuj Jain, Modified on Thu, 24 Jul at 3:58 PM by Prashant Verma
Rolling return Calculator

Created by Anuj Jain, Modified on Mon, 17 Feb, 2020 at 10:35 AM by Anuj Jain
Portfolio Correlation

Created by Anuj Jain, Modified on Fri, 21 Mar at 11:55 AM by Prashant Verma
WhatsApp Campaigns

Created by Prashant Verma, Modified on Fri, 29 Aug at 3:24 PM by Prashant Verma
Loan against MF module

Created by Anuj Jain, Modified on Tue, 18 Jun, 2024 at 12:47 PM by Anuj Jain
Marketing Resources FAQs

Created by Prashant Verma, Modified on Mon, 8 Sep at 11:42 AM by Prashant Verma
Recommendations Module

Created by Prashant Verma, Modified on Wed, 1 Oct at 4:11 PM by Prashant Verma