EXPERIENCE OUR SOLID TECHNOLOGIES
All of your business intelligence in a single click
PARTNER PORTAL FOR SUB BROKER
RKFS Business Partner Portal is a one-of-its-kind robust portal As a Business Partner, you can make use of this portal to manage your current business efficiently and grow your business effectively.
- Get day to day actionables
- View snapshot of your Revenue, AUM, Sales and much more
- Improve your online business by using online business reports
- Get your Inactive client details and send them for reactivation process
- Access to all reports
- Track your client details
KEY FEATURES
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BUSINESS SNAPSHOT
Daily / Weekly / Monthly / Yearly snapshot of Business Revenue, AUM, Sales or Turnover & client Acquisition
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CLIENT PORTFOLIO & REPORTS
Quick client search option which provides comprehensive information of all your clients right from Portfolio, Holdings, Transactions and Capital Gain/Loss
