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Adviser Corner

Manage and view your clients' portfolio from a single place
For activation of adviser feature to your account, please

Features

Client Onboarding
  • Easy to on board client account
  • Make payment on behalf of client and unlock full access
View Client Portfolio
  • Manage and view your clients' portfolio from a single place
  • Sharing portfolio with client in transparent way
  • Easy to view client cash transactions and cash balances at any point
Custom Reports
  • Provide weekly, monthly and yearly summary reports in excel/pdf format
  • Send custom reports each period from platform
Stock Insights
  • Know which stocks in client portfolio are owned by mutual funds
  • Which of your recommendations are close to 52 week high/low

What our customers Say?

"Stock alerts is really a great Value-Addition feature to your website , which is already info rich !"
--Devadoss E
"Askkuber is very dfifferent from other offerings. I am sure askkuber is going to play a major role in my future investing. "
--Santhosh
"I really appreciate your commitment guys. You are working past midnight on a customer complaint and you are offering this website FREE to user."
--Anand
customer.care@askkuber.com
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