The problem
Client KYC, SIPs and holdings sit in spreadsheets, and nobody sees the whole picture.
How DXYRA helps
- A KYC tracker
- Bring in SIP and portfolio data from your spreadsheets
- Each client's holdings in one place
- AUM dashboards for managers
- WhatsApp updates to clients
How it works
- 1We set up DXYRA for your business during the demo.
- 2Your team collects every enquiry and follows up on time with reminders and WhatsApp.
- 3You see what is working on one screen.