Thousands of prospects are searching online for new advisors every day. Without a proper website, you may be missing out on those leads.
Get a modern, mobile responsive website up and running in simple steps.
Engage new prospects and enrich existing relationships with a professional website that reflects your brand. Now you cancreate and easily maintain a high-quality advisor website to boost your digital marketing strategy. Select your template from the variety of modern and mobile friendly designs.
Comprehensive content rich website to enhance your professional image at par with the best in the class distributors. Enable your customers with rich online goal based financial planning.
Your site visitors can register and open an online account instantly with BSE Star MF / NSE NMF II
Your customers / site visitors can start SIP instantly. After complete registration, investor can do quick lumpsum transaction and start SIP instantly with ease of GUI (Graphical User Interface).
Detailed information on all MF schemes with performance, allocation, exposure etc.
Provides innovative investment solutions for important life goals
Tools to help you take the right investment decisions
Multi asset class portfolio management. Your customer can see their marked-to-market wealth portfolio online on your website.
Investor awareness videos and articles to educate the customers about investment benefits in mutual funds.
Through registration, your website collects prospect / investors data in two phases i.e. 1)- Name with Contact Details, 2)-remaining details required for customer and mandate registration. So even though prospects provide name with basic details, IFA can approach and take it to completion.
While registration, system check about KYC on the basis of PAN, and populate two options, Physical and Video KYC, as per customer preference, KYC is processed. For Physical KYC, system provides prefilled KYC Form and for Video KYC, system complete within 4-5 mins with minimal customer input.
Your white labeled website is developed with your brand, to provide the maximum push in the market (using SEO, SEM, Social Media, Digital marketing…. and so on), maximum you will get prospect customer. You can conduct IAP (Investor Awareness Program) and reach out as many customers as possible.
From Investors registration >> Document Upload >> Mandate Registration >> Lumpsum and SIP >> Portfolio Access, all can be done from investor’s end with easy experience without intervention of Advisor.
Various tools are available for visitors to understand benefits of investing.
Our pricing is customized in various packages depending on your requirements and set up.
Share your details with us and our representative will call you to discuss further
Doing awesome job. A true friend, philosopher & guide for the willing Advisor. Research work is excellent and ahead of time. Highly responsive and resilient to present marketing scenario. A must for every Independent Financial Advisor.
“Even with such a huge portfolio I spend most of my time on field. Thanks to the Information Dissemination System, almost all my servicing activities are handled automatically”
The autopilot service from Datacomp is truly amazing and has helped me multiply my business. It has given me more time to be with my clients and devote more attention