Partner Helpdesk

Branding/Customizations 5

• How to add your logo for the client app? (White-labelling)
• How to enable/disable features on the client app?
• How to enable notifications for client actions/events?
• How to download Smart ELSS Collateral?
• How to notify NFO related information to clients?

Statements & Reports 4

• How to generate a Portfolio Report?
• How to generate a Folio Account statement?
• How to generate a Capital Gains statement?
• How to generate a Consolidated Account Statement (CAS)?

CRM tools 5

• What is CRM?
• What are Emails? How to use?
• What are Notes? How to use?
• What are Events? How to use?
• What are Alarms? How to use?

Users 1

• What is Users?