1. Technology Platform For Professional IFAs Welcome To Advisor Platform URL to Access Advisor Platform http://www.advisoronline.in

2. Technology Platform For Professional IFAs Advisor Online-Offers All your Transactions at Finger Tips across all products Client Profiling & automated Portfolio Reports Commission Tracking Alerts & Reminders Financial Planning Tools Research Reports Circulars & News Help Desk & Error Tracking System SMS Service

3. Technology Platform For Professional IFAs Enter your login id and password Click here and then press Login Button Advisor's Login Section

4. Technology Platform For Professional IFAs Advisor Online Home Page Research & Reports Section My Client Section Alerts Section Back Office Section Commission Statement Section

5. Technology Platform For Professional IFAs My Client Section Client Account Configuration Client Folio Mapping of Unmapped Folios Detailed Performance & Valuation Report(P/L) AMC Wise Summary Reports Folio-wise Report (Mapped & Unmapped combined) Mapped Folio Listing (for Correcting Mapping Errors)

6. Technology Platform For Professional IFAs Click Here to Create/ view your Clients Client Account Configuration

7. Technology Platform For Professional IFAs Click Here to Add New Client Client Account Details

8. Technology Platform For Professional IFAs Click Here to save client information Client Information Page

9. Technology Platform For Professional IFAs Click Here to Add Members of Client Adding Members of Clients

10. Technology Platform For Professional IFAs Client Accounts Details

11. Technology Platform For Professional IFAs Client Folio Mapping Creation of Client Creation of Client Investor's Mapped the Folio with the Client & Investor Unmap Facility for wrong mapped clients

12. Technology Platform For Professional IFAs Click Here for Unmapped folio List of Client Unmapped Client Folio List

13. Technology Platform For Professional IFAs Select Client and investor for folio mapping and then click on save button Folio Mapping of Clients

14. Technology Platform For Professional IFAs Click Here for Detailed Performance valuation Report Click here for wrongly mapped folios for correction Mapped Folio Correction

15. Technology Platform For Professional IFAs Search Investor for Unmapping folios Click Unmap link to Unmap Folio Unmapping Wrong Folio List

16. Technology Platform For Professional IFAs Show Comprehensive & Portfolio Performance Report of the clients Detail Performance Reports

17. Technology Platform For Professional IFAs Select Client and then investor and click on submit button Detailed Performance Report

18. Technology Platform For Professional IFAs Click Here To View AMC Wise Summary of Mapped Folios AMC Wise Summary Report

19. Technology Platform For Professional IFAs Select Your Client and Click Submit Button Client Wise AMC Report

20. Technology Platform For Professional IFAs Click Here to view Folio Wise Report Folio Wise Report

21. Technology Platform For Professional IFAs Select Folio Type Folio Wise Report

22. Technology Platform For Professional IFAs Back Office Section MIS Reports AR Transaction Search Report Period Wise Transactions Report Product Wise Summary Report SIP Collection Report Transactions Report Sales Employee Sales Executive Configuration Sales Executive mapping to client Sales Executive Performance Report Leads General Insurance Leads Life Insurance Leads

23. Technology Platform For Professional IFAs Click Here to view Period Wise Transaction Report Period Wise Transaction Report

24. Technology Platform For Professional IFAs Select required criteria and then click Show button

25. Technology Platform For Professional IFAs

26. Click Here to View Product Wise Report Product Wise Report

27. Technology Platform For Professional IFAs Select required Criteria and click on View report t

28. Technology Platform For Professional IFAs

29. Click For SIP Collection Report SIP Collection Report

30. Technology Platform For Professional IFAs

31. Click to Search Transaction Search Transaction

32. Technology Platform For Professional IFAs

33. Click Here to view Transaction Reports Transactions Report

34. Technology Platform For Professional IFAs

36. Back Office >> Sales Executive Configuration Sales Executive Configuration Sales Executive Mapping to Clients Sales Executive Performance Report

37. Technology Platform For Professional IFAs Click to View Back Office Section

38. Technology Platform For Professional IFAs Click Here to view/Edit Sales Executive Configuration Sales Executive Configuration

39. Technology Platform For Professional IFAs Click Here to Add Sales Executive

40. Technology Platform For Professional IFAs Enter Sales Executive name and click on Submit

41. Technology Platform For Professional IFAs

42. Select Name of Sales Executive to Map Client

43. Technology Platform For Professional IFAs Select name of the Sales Executive/s to view their performance Report and click Here Sales Executive Performance Report

44. Technology Platform For Professional IFAs Back Office >> Insurance Leads Reports General Insurance Leads Reports Life Insurance Leads Reports

45. Technology Platform For Professional IFAs Click Here to view General Insurance Leads G.I. Leads Reports

46. Technology Platform For Professional IFAs

47. L.I. Leads Report

48. Technology Platform For Professional IFAs Alerts Section Fixed Deposit Renewal SIP Renewal Due

49. Technology Platform For Professional IFAs Click To View Renewal Alert

50. Technology Platform For Professional IFAs Select month, year and click on Show

51. Technology Platform For Professional IFAs Select Month,Year and Click On Show Button

52. Technology Platform For Professional IFAs Financial Planning Tools Corerpati Planner How to Become Corerpati Human Life Value Calculator Planning for Childs Education Planning for Childs Marriage Retirement Planning See How Money Grows Tax Planner

53. Technology Platform For Professional IFAs Click To Create or Search Crorepati Plan Financial Planning Section Crorepati Plan

54. Technology Platform For Professional IFAs Enter the above information and click here to generate plan

55. Technology Platform For Professional IFAs Enter the information and click here for Tax Planning

56. Technology Platform For Professional IFAs Commission & Bill Section Regular Monthly Bill SIP Bills

57. Technology Platform For Professional IFAs Click Here to View/Print your Monthly Bills

58. Technology Platform For Professional IFAs

60. Product Roadmap.... Renewal Alerts for Life Insurance and General Insurance Policies Web interface for ANA Clients (Micro Website) Facility to enter ARs from ANA Office Facility to add extra transactions in the portfolio reports which are not present under Bajaj Capital's ARN. Extended CRM functionalities

61. Technology Platform For Professional IFAs Thank You !!! Your feedbacks and suggestions are Welcome