Our innovative tool generates investment performance reports and insights using heat maps and charts, making it easy for investors to understand and analyse the fund performance.
The greater the understanding of growth, the stronger the desire to invest or transact in funds becomes.
With Automated Interactive Fund Sheet, you can revolutionize the way you deliver your message to investors. Seamlessly integrate this powerful tool to your mutual fund tech stack and enhance communication efficiency. Provide a unified message to your customers with ease.
Are you ready to take your mutual fund communication strategy to new heights? Make the switch to Automated Interactive Fund Sheet now and witness your funds grow like never before!
Ready to use and self service platform
Centralised platform for upload of data
Integration with external systems & mail server for auto capturing of UPSI
Information fed into the CRM system can be cross-checked with actual transaction behaviour
Implemented on client infrastructure with SSL certificates
Auto enabled with SDD - Structured Digital Database
Single Sign-on/User Credential based access to the platform with 2-Factor Authentication.
Seamlessly integrate Automated Interactive Fund Sheet into your existing mutual fund tech stack without any hassle or interruption in services. The automated process ensures that all communication complies with SEBI's new guidelines for mutual funds, providing a streamlined solution to enhance the investor experience