Welcome To Advisor Platform - PowerPoint PPT Presentation

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Welcome To Advisor Platform
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Welcome To Advisor Platform

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  1. Welcome To Advisor Platform URL to Access Advisor Platformhttp://www.advisoronline.in

  2. 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

  3. Advisor's Login Section Enter your login id and password Click here and then press Login Button

  4. Advisor Online Home Page Research & Reports Section My Client Section Alerts Section Commission Statement Section Back Office Section

  5. 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)

  6. Client Account Configuration Click Here to Create/ view your Clients

  7. Client Account Details Click Here to Add New Client

  8. Client Information Page Click Here to save client information

  9. Adding Members of Clients Click Here to Add Members of Client

  10. Client Accounts Details

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

  12. Unmapped Client Folio List Click Here for Unmapped folio List of Client

  13. Folio Mapping of Clients Select Client and investor for folio mapping and then click on save button

  14. Mapped Folio Correction Click Here for Detailed Performance valuation Report Click here for wrongly mapped folios for correction

  15. Unmapping Wrong Folio List Search Investor for Unmapping folios Click Unmap link to Unmap Folio

  16. Detail Performance Reports Show Comprehensive & Portfolio Performance Report of the clients

  17. Detailed Performance Report Select Client and then investor and click on submit button

  18. AMC Wise Summary Report Click Here To View AMC Wise Summary of Mapped Folios

  19. Client Wise AMC Report Select Your Client and Click Submit Button

  20. Folio Wise Report Click Here to view Folio Wise Report

  21. Folio Wise Report Select Folio Type

  22. 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

  23. Period Wise Transaction Report Click Here to view Period Wise Transaction Report

  24. Select required criteria and then click Show button

  25. Product Wise Report Click Here to View Product Wise Report

  26. Select required Criteria and click on View report t

  27. SIP Collection Report Click For SIP Collection Report

  28. Search Transaction Click to Search Transaction

  29. Transactions Report Click Here to view Transaction Reports

  30. Back Office >> Sales Executive Configuration • Sales Executive Configuration • Sales Executive Mapping to Clients • Sales Executive Performance Report

  31. Back Office Section Click to View

  32. Sales Executive Configuration Click Here to view/Edit Sales Executive Configuration

  33. Click Here to Add Sales Executive

  34. Enter Sales Executive name and click on Submit

  35. Select Name of Sales Executive to Map Client

  36. Sales Executive Performance Report Select name of the Sales Executive/s to view their performance Report and click Here

  37. Back Office >> Insurance Leads Reports • General Insurance Leads Reports • Life Insurance Leads Reports

  38. G.I. Leads Reports Click Here to view General Insurance Leads

  39. L.I. Leads Report

  40. Alerts Section • Fixed Deposit Renewal • SIP Renewal Due

  41. Click To View Renewal Alert

  42. Select month , year and click on Show