Types of Advisor Level & Client Level Reports in OFA PLUS

ABOUT THIS WEBINAR
Discussion on below reports
1.Advisor Level reports
*AUM by AMC/Scheme/Client
*SIP/STP report
*AUM growth report
*De-merge client report
*Profitable/Loss making schemes report
*Business opportunity report
*Business statistic report
*Brokerage report
2.Client Level reports
*Portfolio unrealised gain report
*Networth report
*Transaction statement
*Capital gain report
*Notional capital gain report
*Maturity report
*Transaction history details report
*Scheduled report
AGENDA
  • Discussion on Client and advisor level reports
ADDITIONAL INFO
  • Duration: 1 hour
  • Price: Free
  • Language: English
  • Who can attend? Everyone
  • Webinar ID: 82417a503ce4
  • Dial-in available? (listen only): Not available.
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