Portfolio Tracking Across Platforms
Simply grow's SMART pulls transactions across multiple platforms to give clients a simple unified experience.
Portfolio Tracking Across Platforms
Simply grow's SMART pulls transactions across multiple platforms to give clients a simple unified experience.
Advisors need to interact with multiple demats and platforms to track their clients' investments.
We automate portfolio tracking across mutual funds and stocks
Benefit from an end to end view of client assets and portfolio holdings across various asset classes.
Holistic Portfolio Views
View Portfolio holdings both on platform/off platform across Equity/MF/Bonds. Get Dashboards that display Absolute gain%, XIRR, Holding Period, Asset Allocation%, Advisory View with Portfolio Sort, Drill Down and Family views
Import from various sources
Import Stock & Mutual fund Holdings via Mutual Fund & Depository Consolidated Acct Statements. b.Import Stock Transactions via various Broker Contract Notes, Trade Books, Bill Details. Enter other asset classes such as bonds, small savings instruments, pension schemes.
Map investments to 'Investment Plans' that persist after rebalancing
Map Equity & MF transactions to ‘Investment Plans’ and track performance, ensure timely execution completion with automated reminders.