Strataegic app for iPhone and iPad
Developer: Rohan Mehta
First release : 06 Nov 2020
App size: 28.59 Mb
The SMARTEST, FASTEST and SIMPLEST updated Strataegic Technologies is here.
A one stop solution for IFAs to cater all their business needs. Strataegic Technologies is a uniquely created app for IFAs to improve their client engagement and grow their business - Digitally. This app allows IFAs to track their business on the go, view their client’s investment portfolio, initiate online mutual fund transaction and much more.
Key features of Strataegic app:
1. Asset-wise business dashboard
2. Online MF transaction (BSE integrated)
3. Client-wise portfolio view
4. Segment report
5. Track client-wise transaction
6. Financial Calculators
7. Self-branded images
8. Net Investment
9. Multi-ARN facility
10. Live SIP Report
11. TXN Auto Upload Dashboard