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 clients wherein Phrazor 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 many use-cases which Phrazor can execute in broking industry. To know how Phrazor can help you with your particular use-case, write to us.