Admin Dashboard
Overall performance overview
Employee Performance
All employees overview
Brokerage Records
All brokerage entries
Mutual Fund / SIP Records
All SIP and Lumpsum entries
Insurance Records
All insurance entries
Account Opening Records
All demat account openings
All Leads
Client leads from all employees
Manage Employees
Add, edit or deactivate employees
Add Brokerage
Enter brokerage details
My Dashboard
Your performance overview
Add Mutual Fund
Enter SIP or Lumpsum details
Add Insurance
Enter insurance details
Add Account Opening
Enter demat account details
Add Lead
Track client leads and follow-ups
My Brokerage
Your brokerage earnings (view only)
My SIP / Mutual Fund
Your SIP and Lumpsum records
My Insurance
Your insurance records
My Account Openings
Your account records
My Leads
Your client leads and follow-ups