Video Guide · Analytics
Your whole book. One page.
AUM trends, dormant clients, allocation, sectors and stocks.
Steps in this video
Your whole client book on one page, from Business Analytics.
1
Open Business Analytics from the sidebar
Your whole book in one view.
2
Commission and GST tabs sit right on top
Earnings are one tap away.
3
See AUM trends month by month
Spot growth and dips early.
4
Spot dormant clients and paused SIPs
Know who to call next.
5
Check allocation by fund, AMC or category
See where the book is concentrated.
6
Filter to one fund and go down to stock level
Exposure across every client.