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Platform allows advisors to cross sell more products and offer services like estate planning. There is option for writing a will through the platform.
Level of engagement with the customer can be decided, whether it is scheduling the evaluation report, sending regular content on market perspectives and educational investor materials.
Platform allows for advisor to be on the go with the app version. As long as there's good network connectivity, activities like transaction of purchase and redemption can be done very fast.
For tech savvy investors, the platform is very appealing. The platform allows advisors to scale up and not be restricted by geography.
Just wanted to know more about the platform
Good Platform for new IFA users
Nagpur
Interested
