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 1.13.0

Here is new feature added to upload or change profile picture on your uppermost main menu page.
How do I upload Profile photo:
1. Login in uppermost app
2. Tap on main menu icon
3. Tap on blank image icon
4. Select photo from gallery or Take photo
5. Submit

Ratings and Reviews

3.6 out of 5
17 Ratings

17 Ratings

Syed Qadir ,

Good App

Osm app for the Business purpose in Hand.

Developer Response ,

Dear Syed,
Thank you for a perfect 5-star rating! We are glad you liked the app. We will continue to provide the best of our services
Warm Regards,
Team MOFSL

Tushar Goswami ,

Open An Account Feature

Can you please update it soon so that we can directly open a customer account from uppermost ios version.... Andriod verison is working very smoothly... please update it soon.

Developer Response ,

Dear Tushar,
We regret the inconvenience caused. You can open account through UpperMOSt iOS version. However we'd like to understand your concern in detail.Request you to write us at onlinequery@motilaloswal.com along with your client code & error screenshot for assistance.
Warm Regards,
Team MOFSL

Mr. Mashoor ,

Wrost updation

I have already update the latest version 1.0.9 and after updation application says please update the latest version. Please fix it ASAP

Developer Response ,

Dear Mashoor,
We regret the inconvenience caused. Request you to kindly clear data/cache of the app from your phone settings, re-install the app and check once again. If problem still persists, request you to write us at onlinequery@motilaloswal.com along with your client code & error screenshot for assistance.
Warm Regards,
Team MOFSL

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

Supports

  • Family Sharing

    Up to six family members will be able to use this app with Family Sharing enabled.

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