50K+
Downloads
Content rating
Everyone
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About this app

“UpperMOSt App” is a solution provider for all its Business Partners (Franchisees, Remisiers and IFA’s) enabling them to manage their business efficiently and effectively. It not only aims to improve their business but also to give them a clear understanding of various trends on Clients Revenue, Asset Under Management, Sales over a period of time. Upper Most App is a medium for tracking, reviewing, deciding and taking an appropriate action based on Business Performance.
UpperMOSt is developed with the salient features like:

• Daily/Weekly/Monthly/Yearly snapshot of your Revenue, AUM, Sales & Clients. Plus comparison v/s previous corresponding period
• Quick view of your Newly acquired, Inactive & Top customers with inbuilt call and email functionality
• Comprehensive Business Summary enabling you to get a quick snapshot of total clients, active clients, AUM, turnover as well as revenue for the month. One can also get a view of active SIP’s through this feature.

• Quick client search option providing comprehensive information on all your clients right from Portfolio, Holdings, Transaction, Profit & Loss and Revenue


• Access to Important reports like Client/Product wise Revenue Report, AUM Repot, Running SIP Report, Product Maturity reminder, Single Holding Report etc.
• Fosters Relationship Management with your clients by allowing you to wish your clients on special occasions like their Birthdays or Anniversaries and Send personalized email and SMS through with one click.

• Indian and Global Market information with one click access to Top 3 Gainers, Top 3 Losers & Top 3 Most Active by Volume for Equity and Commodity.
Updated on
Nov 11, 2024

Data safety

Safety starts with understanding how developers collect and share your data. Data privacy and security practices may vary based on your use, region, and age. The developer provided this information and may update it over time.
No data shared with third parties
Learn more about how developers declare sharing
This app may collect these data types
Location and Personal info
Data is encrypted in transit
You can request that data be deleted

What's new

Minor Bug Fixes and Improvements