UpperMOSt 17+

Motilal Oswal Financial Services Limited

Designed for iPhone

    • Free

iPhone Screenshots

Description

“UpperMOSt App” is a solution provider for all its Business Partners (Franchisees, Remisiers and IFA’s) enabling them to manage their business efficiently and effectively. It not only aims to improve their business but also to give them a clear understanding of various trends on Clients Revenue, Asset Under Management, Sales over a period of time. Upper Most App is a medium for tracking, reviewing, deciding and taking an appropriate action based on Business Performance.
UpperMOSt is developed with the salient features like:

- Daily/Weekly/Monthly/Yearly snapshot of your Revenue, AUM, Sales & Clients. Plus comparison v/s previous corresponding period.
- Quick view of your Newly acquired, Inactive & Top customers with inbuilt call and email functionality.
- Comprehensive Business Summary enabling you to get a quick snapshot of total clients, active clients, AUM, turnover as well as revenue for the month. One can also get a view of active SIP’s through this feature.
- Quick client search option providing comprehensive information on all your clients right from Portfolio, Holdings, Transaction, Profit & Loss and Revenue.
- Access to Important reports like Client/Product wise Revenue Report, AUM Repot, Running SIP Report, Product Maturity reminder, Single Holding Report etc.
- Fosters Relationship Management with your clients by allowing you to wish your clients on special occasions like their Birthdays or Anniversaries and Send personalised email and SMS through with one click.
- Indian and Global Market information with one click access to Top 3 Gainers, Top 3 Losers & Top 3 Most Active by Volume for Equity and Commodity.

What’s New

Version 1.14.7

MFD+Equity Option Added in Open Account Page

App Privacy

The developer, Motilal Oswal Financial Services Limited, indicated that the app’s privacy practices may include handling of data as described below. For more information, see the developer’s privacy policy.

Data Not Collected

The developer does not collect any data from this app.

Privacy practices may vary based on, for example, the features you use or your age. Learn More

More By This Developer

Rise - Stocks by Motilal Oswal
Finance
MO Trader: Stock Trading App
Finance
MO Wealth
Finance
MO - Paathshala
Education
MOPW CRM
Finance
MOBIC
Finance

You Might Also Like

Research 360 - Stock Research
Finance
Nippon India Business Easy 2.0
Finance
Prudent Partner Desk
Business
MFD STAR MF Mobility
Finance
Advisor X By REDVision
Finance
Kotak Business Hub
Finance