Portfolio statements can get overwhelming for even the savviest investors let alone normal investors. With Phrazor, you can make their lives easier and also improve engagement rates by sharing easy-to-understand language-based portfolio statements.
Broking agencies use Phrazor to send personalized reports to each of their clients. It also tracks the status of their investment towards each goal and recommends necessary action points in order to achieve them.
- Quarterly Earnings
- Portfolio Analysis
- Goal Tracking & Performance Report
- Monthly Sales Report
- RM Performance Report
- RM MIS Reporting