IFATransact- Mutual fund Transaction Platform for IFA Digital Platform for IFAs to transact online , track MF investments, generate various reports, better client servicing
WealthWraps A Digital investment wrap platform that gives you visibility, flexibility and control of your clients investments.
CMOTS IPO Online Digital platform to apply online IPO with hassle free payment process (UPI ID).Strong backoffice to keep track and update activity
CMOTS eKYCDigital solution for paperless KYC process
LMS- Lead Management SystemGenerate new potential business clientele .Drive sales with our effective lead management system
Issue Tracking system - TicketsA shared inbox for all your customers' questions and concerns
Sales CRMConnect, Optimize and Automates sales, support and marketing