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- Actiplanner
- Our flagship product, Actiplanner takes financial advisory services to the next level by providing an online service, anywhere anytime, 24 X 7 to Financial planners, Portfolio Managers and insurance folks alike.
The most comprehensive tool in the market for all your clients' financial needs, this unique offering is poised to make a breakthrough in the way financial services are provided in the Indian finance domain.
The easy to use interface, coupled with cutting-edge technology and scenario based planning ensures you provide quality service to your clients. Our Unique offerings with this product are
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 Extensive Customer Data Management
 Easy search functions Insurance advice for clients Human life value calculation Need Analysis calculation Online storage of all forecasts/plans/calculations Retirement Planning Advanced goal-seeking functionality for forecasting investments. Completely secure solution for your data. Data backups online. Completely web-based XHTML Compliant pages ensure that the site works in all major browsers, you don't ever need to install any software on your computer.
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