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Asset_Management_platform (Client (Portfolio (Personal details (Bank…
Asset_Management_platform
Client
Portfolio
Investments made
Earnings
Personal details
Bank details
Address
Name
Mobile no.
ID proof
Associate member
Login and registration
Associates
(Unit manager, Cluster head)
Position
Client base
Assets under him/her
Earnings(commission based)
Login
Unique user id will be provided
Password
Position level wise, one associate can see another associates client base and earnings (Higher to lower)
Admin
Team portfolio
Clients handled
Total portfolio managed
Payouts to associates as per commission
Sales report
Date wise
Associate wise
Area wise
About us
Blog
Contact Us