All the features you want
Anywhere, anytime... all reports are in your pocket
Each of your client can access yearly, monthly, daily and other many reports according to their permission levels. You can easily analyze your business and make more accurately decisions.
- Fully hosted and secure on Shilpi Cloud
- Beautiful interface
- Organize around your customers
- Available via Web, iOS and Android
- Real-time data from broker back office
- The one solution for every problem.
Dashboard Presentation
- Financial balance
- Open position
- Segment Wise Margin
- And More
Reports
- Client Profile with bank details
- Details defined Brokerage and other charges
- Portfolio Report for keeping track of long term and short term gains and losses
- And More
Downloads
- Contact Note in HTML, PDF and with mail-back facility
- Bills
- And More