GET edge360

BROKERAGE AuM
Track your fee revenue with 100% accuracy for Get AuM details filtered by AMC, city, asset
An integrated platform with all transactions, with paid or unpaid class, etc., and do year-on-year comparison
brokerage
several smart modules for all
Get information on applied rate at transaction Get info on active, expired, ceased SIPs and
aspects of your business level and hold reasons new customers
operations

INVESTOR PORTFOLIO TRANSACTIONS

View, track and manage portfolios of new, Initiate transactions, set-up SIPs and create
active and dormant investors with improved new folios with one-click data entry and on-

e
ease and e ciency the-fly confirmation from your investor

mpowerment Get information about OTM availability,

generate account statement and portfolio
Track live status of all transactions – Purchase/
SIP/Switch/Redemption initiated through
to you & your team reports any source

d igitalization
of your operations
REPORTS
Request Top 20 mailback reports for business
RECON
Track credit citing and unit reconciliation

g
growth, customer service, earnings and GST status in near-real time
invoice details
rowth Request for new business reports customized
Use smart filters like asset class, transaction
period, scheme code, AMC code and more
to your business for your data needs

e levation
to investor experience
 eKYC
End-to-end paperless KYC process with
built-in digital investor consent
Validate investor KYC data and submit to KRA
in real time
Communication
Plan and execute marketing campaigns for
existing investor using the integrated SMS
and email engine