BNC Wealth -Client data management app
Crafting intuitive and visually appealing digital experiences that prioritize user needs and business goals.
Client Profile Management
Centralized client profiles that store personal details, investment information, and risk preferences for quick access and easy management.
Document Management
A secure document vault to upload, store, and retrieve important files such as KYC documents, PAN, Aadhaar, and investment proofs.
Investment Tracking
Allows distributors to track client investments, portfolio performance, and fund details in real time from a single dashboard.
SIP & Renewal Reminders
Automated reminders for SIP dates, KYC renewals, and important deadlines to reduce manual follow-ups and missed actions.
