Digital Client Onboarding
With streamlined V-KYC, C-KYC, and IA-KYC processes, you can swiftly onboard clients while ensuring compliance. The ability to manage multiple UCCs for distinct assets and implement family tagging simplifies portfolio management, offering a comprehensive solution.
V-KYC
C-KYC
IA-KYC
Diverse UCCs for Varied Assets
Organized Family Tagging
Multiple Portfolios for Singular Clients
Model Portfolio
You can now efficiently create, tag, and rebalance model portfolios. This feature not only saves valuable time but also optimizes asset allocation. Monitor performance, manage subscriptions, and ensure ideal asset allocation, all within one user-friendly platform.
Create, Bulk Tag, and Rebalance
Easy Asset Allocation Assets
Performance Tracking
Organized Family Tagging
Trade Order Excellence
We understand the significance of efficient multi-asset trade management for Investment Advisors. That’s why our Trade Order Excellence feature equips you with the essential tools. It enables you to execute both strategic and normal trades seamlessly, all while ensuring compliance with suitability criteria through a matrix. With real-time tracking and comprehensive logs that include timestamps, transparency and accountability are guaranteed throughout the process.
Multi-Asset Order Management
Strategic and Normal Trades
Compliance-Oriented Suitability Matrix
Precise Rational Tracking
Advisor 360° Dashboard
Investment Advisors gain a competitive edge with the Advisor 360° Dashboard. This feature offers client-wise MIS, AUM insights, revenue analysis, sales tracking, and goal-specific reports. It empowers you to make data-driven decisions, strengthen client relationships, and drive business growth.
Client, AUM, Revenue, Sales Insights
Goal-Oriented Reports
Client 360° Dashboard
The Client 360° Dashboard caters to your clients’ needs. It provides a holistic view of their invested wealth, portfolio performance, holdings summary, and capital gains/loss. Investment Advisors can offer personalized insights, fostering trust and satisfaction among clients.
Wealth Analysis
Goal and Portfolio Summaries
Holdings and Capital Gains Overview
Valuable Insights and Activity Logs
Effective CRM
Strengthen client relationships using the CRM feature. Manage prospects effectively, schedule interactions, track tasks, and record essential activities. This tool empowers you to personalize your approach, ensuring a seamless client experience.
Prospect Management
Interaction Records
Task Management
Comprehensive Activity Tracking
Brokerage & Commission
Maintain control over receivables, payables, and reconciliation with ease. Additionally, efficiently manage employee incentives and referrals. This feature ensures financial accuracy and transparency.
Receivables Management
Payables Oversight
Precise Reconciliation
Analytics & Trends
Goal Planning
Assist clients in setting and achieving financial goals. Mapping and remapping investments, tracking progress, and generating goal-based reports enhances your value .
Goal Master Setup
Mapping of investments
Goal tracking
Goal-based reporting
About Us
- info@vijyafintech.com
- +91 88666 16555
- 303, Shivalik Western, L.P. Savani Road, TGB, Adajan, Surat, Gujarat 395009