Separate yourself from the competition and promote your brand digitally
Interact with your clients and prospects and maximize your website ROI
Expand your business through upselling and cross selling opportunities
Launch your highly customised website
Manage your multiple asset classes, be it insurance, mutual funds, bonds, fixed deposits etc. in one system.
Build and strengthen your customer relationships using various channels (eGreeting and SMS messages). Excellent opportunity to do cross selling and increase your business.
Customers can now see online portfolio of all their investments across assets anytime.
We have customised pricing based on your requirements. Share your details with us and our experts
will contact you to understand how we can best support you.
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