Plans
| PARTICULARS | PRO | LITE |
|---|---|---|
| Number of Logins | Unlimited | 6 |
| Online Transaction | Yes | Yes |
| AUM Based Limit | No Limit | No Limit |
| Features | ||
| Multi Family tracking | Yes | Yes (Subject to Limits) |
| Multi Family reporting | Yes | Yes (Subject to Limits) |
| All Asset class coverage | Yes | Yes |
| Auto Import Files | Yes | Yes |
| Custom Reporting | Yes | Yes |
| All Asset Class Database (Details about the funds) | Yes | Yes |
| Platform Chatbot | Yes | Yes |
| Basic Analytics - Market Cap/Sector Breakup | Yes | Yes |
| Advanced Analytics - Overlap Analysis (Both MF/PMS), Concentration Analysis, Broker Concentration | Yes | No |
| Cash Flow Planner | Yes | No |
| AI Reports | Yes | No |
| Document vault | Yes | No |
| Investment policy Statement | Yes | No |
| Dedicated RM | Yes | No |
| Whatsapp integrated Chatbot | Yes | No |