Avalani Solutions is a uniquely created app - allows client's to track their business on the go, view their investment portfolio, initiate online mutual fund transaction and much more.
Key features of Avalani Solutions app :
1. Asset-wise business dashboard & AMC Wise AUM dashboard.
2. SIP Reports (AMC/Scheme/Client Wise Reports along with Bounced SIP Report).
3. Online MF transaction (NSE & BSE Exchange integrated).
4. Client on-boarding using paperless UCC & IIN creation.
5. Client-wise portfolio view.
6. Mail portfolio report.
7. Track client-wise transaction.
8. Financial Calculators.
9. Self-branded images.
10. Avalani Solutions Insights.
11. Query Management System.
12. TXN Auto Upload Dashboard.