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