UpperMOSt 3.0.48

The UpperMOSt App serves as a comprehensive solution for business partners, including franchisees, remisiers, and independent financial advisors (IFAs), assisting them in managing their operations with enhanced efficiency and effectiveness. The application not only focuses on improving business outcomes but also provides valuable insights into client revenue, assets under management (AUM), and sales trends over time. UpperMOSt acts as a critical tool for tracking, reviewing, decision-making, and executing appropriate actions based on business performance.

Key features of the UpperMOSt App include:

• Daily, weekly, monthly, and yearly snapshots of revenue, AUM, sales, and client metrics, along with comparative analysis against previous corresponding periods.
• A streamlined view of newly acquired, inactive, and top customers, complete with integrated call and email functionalities.
• A comprehensive business summary that offers a quick overview of total clients, active clients, AUM, turnover, and monthly revenue, including active systematic investment plans (SIPs).
• An efficient client search option that provides detailed information on each client, encompassing portfolio holdings, transactions, profit and loss statements, and revenue.
• Access to crucial reports such as client/product-wise revenue reports, AUM reports, running SIP reports, product maturity reminders, and single holding reports.
• Enhancement of relationship management by enabling personalized engagement with clients through birthday and anniversary wishes via email and SMS at the click of a button.
• Instant access to Indian and global market information, including the top three gainers, losers, and most active stocks by volume in equity and commodities.