Welcome To 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


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

Leads

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

Show


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

SMS Integration

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

Welcome To Advisor Platform

Documents

Transcript of Welcome To Advisor Platform