“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.
Bug Fixes & Improvements
Ratings and Reviews
Osm app for the Business purpose in Hand.
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.
I have already update the latest version 1.0.9 and after updation application says please update the latest version. Please fix it ASAP
- Motilal Oswal Financial Services Limited
- 22.4 MB
Requires iOS 11.0 or later. Compatible with iPhone, iPad and iPod touch.
- Age Rating
- Rated 17+ for the following:
- Gambling and Contests
- Copyright © 2019 Motilal Oswal Financial Services Limited
Up to six family members will be able to use this app with Family Sharing enabled.