SIP Book - Client SIP Manager

BinaryScript

À propos de l'application

SIP Book is the ultimate offline-first app designed specifically for Mutual Fund Distributors (MFDs) to efficiently manage their daily SIP operations, track client payments, and estimate trail income.

Built for Indian MFDs working in Tier 2/3/4 cities, SIP Book works completely offline - no internet required for your daily operations!

KEY FEATURES:

SIP Management
- Add and manage unlimited SIPs with custom labels
- Set SIP amounts and due dates (1st to 31st)
- Track SIP status: Active, Paused, Stopped, Cancelled
- Step-up SIP support with automatic calculations
- Custom trail percentage per SIP

Client Management
- Comprehensive client profiles with contact details
- Store PAN, email, address, and custom notes
- Categorize clients (VIP, Regular, New)
- View client-wise portfolio at a glance
- Quick search and filter by name or phone

Payment Tracking
- Mark payments as Paid, Partial, or Missed
- Record actual amounts received
- Attach payment evidence (photos/documents)
- View complete payment history per SIP
- Monthly obligation tracking with visual indicators

Income Estimator
- Calculate monthly trail commission income
- Configure global trail % (default 0.8%)
- View quarterly and yearly income projections
- Identify top 10 contributing clients
- Track collection success rate and efficiency

One-Tap Follow-Up
- WhatsApp with pre-filled Hindi/English templates
- Direct phone call to clients
- SMS integration for quick reminders
- Contact picker from phone address book

Analytics & Insights
- Monthly SIP Book dashboard
- 6-month collection trend charts
- Client performance analytics
- Payment success rate metrics
- Growth rate tracking

Data Security
- All data stored locally on your device
- Encrypted credential storage
- No data shared without consent
- Complete backup & restore functionality
- Export to CSV for record keeping

Multi-Language Support
- English
- Hindi
- Hinglish (mixed)

WHY SIP BOOK?

- Offline First: Works without internet - perfect for areas with poor connectivity
- Fast & Lightweight: No server delays, instant operations
- Privacy Focused: Your client data stays on your device
- Designed for MFDs: Built specifically for Indian mutual fund distributors
- Daily Habit: Helps build consistent client follow-up habits

Perfect for:
- AMFI Registered Mutual Fund Distributors
- Independent Financial Advisors (IFAs)
- Insurance & Investment Agents
- Wealth Management Professionals

Download SIP Book today and take control of your SIP business!

For support: [e-mail]
Website: https://binaryscript.com