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  • Actiplanner
    • Our flagship product, Actiplanner takes financial advisory services to the next level by providing an online service, anywhere anytime, 24 X 7 to Financial planners, Portfolio Managers and insurance folks alike. The most comprehensive tool in the market for all your clients' financial needs, this unique offering is poised to make a breakthrough in the way financial services are provided in the Indian finance domain. The easy to use interface, coupled with cutting-edge technology and scenario based planning ensures you provide quality service to your clients. Our Unique offerings with this product are
      • no alt Extensive Customer Data Management
      • no alt Easy search functions
      • no alt Insurance advice for clients
      • no alt Human life value calculation
      • no alt Need Analysis calculation
      • no alt Online storage of all forecasts/plans/calculations
      • no alt Retirement Planning
      • no alt Advanced goal-seeking functionality for forecasting investments.
      • no alt Completely secure solution for your data.
      • no alt Data backups online.
      • no alt Completely web-based XHTML Compliant pages ensure that the site works in all major browsers, you don't ever need to install any software on your computer.
 
 
    
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