Video Guide · Clients page
One client. One page.
Portfolio, quick actions, reports, goals and onboarding status, all in one place.
Steps in this video
Everything about one client, on a single page.
1
Name, KYC and risk profile at the top
The basics before anything else.
2
Portfolio
AUM, XIRR and every holding.
3
Transact
Buy on NSE or BSE.
4
Notes
Keep every meeting on record.
5
Notify
Send by app notification or WhatsApp.
6
Analytics & Reports
Client reports in one tap.
7
Goals
Progress to every target.
8
Manage
Onboarding, banks and mandates.