Web Nest is a great product and a must for any advisor. It basically is a service wherein you get your own branded website with certain additional features/contents along with a Client Desk from where your Clients can login to their on-line accounts.
You will have a choice of selecting the domain name as - www.yourname.njfundz.com for your website.
FEATURES
Your Brand
The Website will highlight your own brand. You can put your name, logo along with your contact details, introduction, etc. Your clients will log-in from your website, thus creating a preference/brand for your service.
On-line Automatic
All the reports and contents available on the website will be updated on a daily basis, automatically so that all the information available is the latest. Needless to say your, clients on-line investment accounts will be updated daily.
Comprehensive
The offering is comprehensive and complete given the contents and from utility point of view. You do not have to bother about maintenance, upgradation, updation of data, etc from your end.
CONTENTS
Client Desk
Your clients can directly login from Client Desk on your website to view their online accounts. A great value-add, this can highlight your brand and service.
Returns Calculator
Your clients can get historical returns of any scheme/s according to their sub-types as on any given date.
SIP Calculator
Your clients can even get historical SIP returns for any selected period and amount.
Application Forms
Offer download facility to your clients for Application Forms of Mutual Fund Schemes of any AMC
Planners
Your clients can make use of the financial planning tools like Child Education, Child Marriage and Retirement Calculators on your website.
Guest Book
Visitors to your website can submit their details online along with any comments/requests for your reference. You can later access this information and even contact them.
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