Strataegic 4+

Rohan Mehta

Designed for iPad

    • Free

Screenshots

Description

The SMARTEST, FASTEST and SIMPLEST updated Strataegic Technologies is here.

A one stop solution for IFAs to cater all their business needs. Strataegic Technologies is a uniquely created app for IFAs to improve their client engagement and grow their business - Digitally. This app allows IFAs to track their business on the go, view their client’s investment portfolio, initiate online mutual fund transaction and much more.

Key features of Strataegic app:

1. Asset-wise business dashboard
2. Online MF transaction (BSE integrated)
3. Client-wise portfolio view
4. Segment report
5. Track client-wise transaction
6. Financial Calculators
7. Self-branded images
8. Net Investment
9. Multi-ARN facility
10. Live SIP Report
11. TXN Auto Upload Dashboard

What’s New

Version 5.0.13

Update UI

App Privacy

The developer, Rohan Mehta, 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

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