The whole picture of a client, on one page.
Portfolio View brings together a client's life cover, health cover, motor policies, mutual fund folios and SIPs from the records and statements you already hold. It shows what they have, not what they should buy, so your review meeting starts from facts.
What Portfolio View does for your practice.
Cover and investments together
Sum assured, health cover and investment value side by side, for the client and for the family.
Built from your statements
Values come from statements and records you upload or enter. Nothing is pulled from a client's accounts without their consent.
SIP book
Active, paused and stopped SIPs with amount, date and bank mandate, so you can see the monthly book at a glance.
Allocation view
Equity, debt, hybrid and insurance split shown clearly, as recorded, for a balanced conversation.
Meeting summary
Print or share a clean one-page holdings summary to walk through with the client.
Maturity timeline
Policy maturities and goal dates on a single timeline, so you can plan conversations years ahead.
From first record to stamped done.
Collect
Upload CAS statements and policy schedules, or enter holdings by hand.
Combine
Holdings are grouped by client and family, with the source of each figure noted.
Review
Open the one-page view before a meeting and see cover, investments and gaps in records.
Share
Share the summary with the client. You decide what to discuss.