Unlimited Data

We like our users to get hassle-free experience so no-cap has been imposed when it comes to data usage. You will pay one-time fixed fees per year to avail this in-built facility.

Case Management

Manage the applications/cases on the go. Assign them to one or multiple advisors/consultants as required. Track both applications & users performances using single Dashboard.

Document Storage

Our Solution allows the users to store the application/case related documents to applications for future reference. We’ve also identified the categories of documents with possible labels to make your job easier both at the time of uploading & viewing.

Enterprise-grade Security

We put user’s priority ahead of us and Data Security is one of the crucial parameters. We are using best in the industry tools & solutions to support our system.

Reports & Analytics

View the data from different attributes and measure the performance of staff and your business as a whole both in the form of downloadable reports & graphical charts on the click of a button.

Multi-User Access

Our system will allow the Subscribers to use the system anytime, anywhere for their registered users, making you not only free from time-consuming daily efforts in organizing teamwork but also from investing substantial amount in technology.

Fixed Pricing Model

We offer flat pricing model so you know what you will be paying over the year and rest assured about not receiving extra invoices for add-on features as most of our plans are inclusive of all needed features.

Invoices & Payments

In-built features like invoice creation and payment collection will make your advisory’s life easier. We are also planning to add valuable features like Auto-alerts/reminders being sent to end-clients for collection of outstanding payments.