Portfolio statements can get overwhelming for even the savviest investors, normal investors get downright intimidated. Make their lives easier and improve engagement by writing easy-to-understand language based portfolio statements in their own language.
Broking agencies are also using our platform to send personalized reports to each of their client wherein Phrazor 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