GEPL Partner

Name: GEPL Partner
Rating: 0 (0 reviews)
Author: GEPL CAPITAL PVT LTD

財經

免費 · 專為 iPad 設計

年齡

4+
歲
類別

財經
開發者

GEPL CAPITAL PVT LTD
語言

EN
英文
大小

47
MB

GEPL Partner – Your Complete Client Portfolio Companion GEPL Partner is a powerful mobile app designed exclusively for GEPL’s channel partners — including Sub-brokers, Authorised Persons, GEPL Staff, and Branches — to help manage client relationships and investments more effectively, all in one place. Whether you're meeting clients, tracking portfolios, or planning follow-ups, GEPL Partner puts everything you need at your fingertips. Key Features: Complete Investment Overview Get a consolidated view of your client’s investments across: Mutual Funds Fixed Deposits Insurance Bonds Equity Shares And 20+ other financial products Access both individual-level and family-level holdings, making it easy to assess and analyze portfolios at a glance. Real-Time Portfolio Insights Stay updated with: Live portfolio values Performance tracking Asset allocation summaries Multi-portfolio comparisons Empower your conversations with clients using up-to-date, actionable insights. Smart Reporting & Analytics Generate and share detailed reports that include: Investment summaries Capital gains reports Transaction history Multi-asset performance breakdown Deliver a personalized experience for each client and their families. Calendar & Reminders Build stronger relationships with timely engagement: Schedule meetings, follow-ups, and client reviews Set reminders for birthdays, anniversaries, and key milestones Never miss an opportunity to connect or nurture relationships Family View Dashboard Access a 360° view of all investments held by a family unit: Simplifies wealth conversations Helps with estate and legacy planning Identifies new cross-sell and up-sell opportunities Secure & Seamless Access Biometric login and MPIN support Encrypted data for safe and reliable usage Designed for smooth performance even on lower-end devices Built for GEPL’s Partner Network Whether you're on the move or at your desk, GEPL Partner ensures that you’re always connected with your clients and their financial world. This app simplifies the complexities of financial data, making it easier for you to serve, guide, and grow. Why Choose GEPL Partner? One app for all asset classes Clean and easy-to-use interface Saves time, increases efficiency Enhances client servicing and engagement Strengthens your role as a trusted financial advisor GEPL Partner is not just a portfolio tracker — it's your digital assistant for smarter client management. Download now and experience the next level of partner empowerment! For support, contact us at: 022 31019911 | support@geplcapital.com