Technology Platform For Professional IFAs Welcome To Advisor Platform URL to Access Advisor Platform

Technology Platform For Professional IFAsTechnology Platform For Professional IFAs

Welcome To Advisor Platform

URL to Access Advisor Platform

http://www.advisoronline.in

Advisor Online-Offers

All your Transactions at Finger Tips across all products Client Profiling & automated Portfolio Reports Commission Tracking Alerts & Reminders Financial Planning Tools Research Reports Circulars & News Help Desk & Error Tracking System SMS Service

Enter your login id and password

Click here and then press Login

Button

Advisor's Login Section

Advisor Online Home Page

Research & Reports Section

My Client SectionAlerts

Section

Back Office Section

Commission Statement

Section

My Client Section

Client Account Configuration

Client Folio Mapping of Unmapped Folios

Detailed Performance & Valuation Report(P/L)

AMC Wise Summary Reports

Folio-wise Report (Mapped & Unmapped combined)

Mapped Folio Listing (for Correcting Mapping Errors)

Click Here to Create/ view your Clients

Client Account Configuration

Click Here to Add New

Client

Client Account Details

Click Here to save client information

Client Information Page

Click Here to Add Members

of Client

Adding Members of Clients

Client Accounts Details

Client Folio Mapping

Creation of Client Creation of Client Investor's Mapped the Folio with the Client & Investor Unmap Facility for wrong mapped clients

Click Here for Unmapped folio List

of Client

Unmapped Client Folio List

Select Client and investor for folio mapping and then click on

save button

Folio Mapping of Clients

Click Here for Detailed

Performance valuation Report

Click here for wrongly mapped folios for

correction

Mapped Folio Correction

Search Investor for Unmapping folios

Click Unmap link to Unmap Folio

Unmapping Wrong Folio List

Show Comprehensive & Portfolio

Performance Report of the clients

Detail Performance Reports

Select Client and then investor and

click on submit button

Detailed Performance Report

Click Here To View AMC Wise Summary

of Mapped Folios

AMC Wise Summary Report

Select Your Client and Click Submit

Button

Client Wise AMC Report

Click Here to view Folio Wise Report

Folio Wise Report

Select Folio Type

Folio Wise Report

Back Office Section MIS Reports

AR Transaction Search Report

Period Wise Transactions Report

Product Wise Summary Report

SIP Collection Report

Transactions Report

Sales Employee

Sales Executive Configuration

Sales Executive mapping to client

Sales Executive Performance Report

General Insurance Leads

Life Insurance Leads

Click Here to view Period Wise

Transaction Report

Period Wise Transaction Report

Select required criteria and then

click Show button

Click Here to View Product Wise

Report

Product Wise Report

Select required Criteria and click on View report t

Click For SIP Collection Report

SIP Collection Report

Click to Search

Transaction

Search Transaction

Click Here to view

Transaction Reports

Transactions Report

Back Office >> Sales Executive Configuration

Sales Executive Configuration Sales Executive Mapping to Clients Sales Executive Performance Report

Click to View

Back Office Section

Click Here to view/Edit Sales

Executive Configuration

Sales Executive Configuration

Click Here to Add Sales

Executive

Enter Sales Executive name and click on

Submit

Select Name of Sales Executive to

Map Client

Select name of the Sales Executive/s to view their performance Report and

click Here

Sales Executive Performance Report

Back Office >> Insurance Leads Reports

General Insurance Leads Reports

Life Insurance Leads Reports

Click Here to view General

Insurance Leads

G.I. Leads Reports

L.I. Leads Report

Alerts Section

Fixed Deposit Renewal

SIP Renewal Due

Click To View Renewal Alert

Select month , year and click on

Select Month,Year and Click On Show

Button

Financial Planning Tools

Corerpati Planner How to Become Corerpati Human Life Value Calculator Planning for Child’s Education Planning for Child’s Marriage Retirement Planning See How Money Grows

Tax Planner

Click To Create or Search

Crorepati Plan

Financial Planning Section

Crorepati Plan

Enter the above information and click here to generate plan

Enter the information and

click here for Tax Planning

Commission & Bill Section

Regular Monthly Bill SIP Bills

Click Here to View/Print

your Monthly Bills

Product Roadmap ....

Renewal Alerts for Life Insurance and General Insurance Policies

Web interface for ANA Clients (Micro Website)

Facility to enter ARs from ANA Office

Facility to add extra transactions in the portfolio reports which are not present under Bajaj Capital's ARN.

Extended CRM functionalities

Thank You !!!

Your feedbacks and suggestions are Welcome

Technology Platform For Professional IFAs Welcome To Advisor Platform URL to Access Advisor Platform

Documents

Welcome To Advisor Platform

Matthew Deacon Chief Architectural Advisor Developer & Platform Group, Microsoft Ltd

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