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.

portfolio report

CUSTOMER ENGAGEMENT

  • Quarterly Earnings
  • Portfolio Analysis
  • Goal Tracking & Performance Report
monthly performance report

PERFORMANCE REPORTING

  • Monthly Sales Report
RM performance report

BUSINESS INTELLIGENCE

  • RM Performance Report
  • RM MIS Reporting

These are just some of the many use-cases which Phrazor executes in the broking industry. To learn more about how Phrazor can help you, write to us.