publisher
category
price
Freestore
Reviews
0 (0)
United States
Description
"Pragati"- a one stop portal for all the business requirements of our financial advisor with us. It is an enabler for us to grow together for years to come. Pragati offers various functionalities to financial advisor through a secure login; such as facilitating transactions on behalf of their clients, viewing detailed business reports (customizable views - holistic and scheme-wise - relating to SIP business, AUM with us, Gross Sales, Net Sales, Market Share, Brokerage Reports, Membership status under Loyalty Program etc.). Additionally, other features such as News Flash, display of Loyalty Qualifiers’ names and loyalty points, calculators, scheme literature, Newsletters, will be made available on the Pragati Portal. With Pragati you can: View your Dashboard AUM – Month End AUM (Scheme Wise/Asset Class Wise) AUM can be spooled for the selected Month Investors – List of Folios for the logged in ARN Number. List of Folios for the logged in ARN number will be available. You can initiate transaction directly for any folio. Double Click the Folio to see Folios and the Portfolio details. Brokerage Pay-out – Brokerage Pay-out Data (Monthly) Brokerage Pay-out Data Can be spooled for the selected Month. Initiate Transactions on behalf of your investors New Folio Creation for KYC Compliant Investor. Transaction -Purchase/Redeem/Switch/SIP/STP/SWP Track the transactions
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About
Bundle Id
com.tataamc.pragatiMin Os. Version
13.0Release Date
Mon, May 27, 2019Update Date
Thu, Dec 14, 2023Content Rating
4+Has IMessage
NoSupport Watch
NoSupport Siri
NoFile Size
10.16MBHas Game Center
NoFamily Sharing
YesSupport Passbook
NoSupported Languages
EnglishSupport
What's New
version
1.2updated
4 months agoThe domain for the web view url has changed. All the rest is same.
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