BeyondIRR

Subscribe to the Essential Plan

These offerings collectively empower IFAs with essential tools and insights to effectively manage client
portfolios, streamline presentations, and elevate the overall client experience.

Essential Plan

₹0

first login, per annum (excl. of GST)

What's Included in the Essential Plan?

1

Comprehensive MF portfolio Insights

Access to CAMS CAS portfolio Refresh for thorough insights into client's Mutual Fund portfolio
Access to 75 MF Central Portfolio Refresh for a holistic view of client investments

2

Model Portfolio Management

Easily curate and manage model portfolios within the system, simplifying proposal presentations

3

Instant Proposal presentations

Generic instant lump sum proposal presentations for client, facilitating quick decision-making

4

Customized Research Views

Tailor research views for different asset types, sectors, and investment styles, enhancing decision-making capabilities

5

Goal-Based SIP Proposals

Craft goal-based proposal presentations tailored to client's specific financial objectives

6

White-label Branding

Enjoy a white-labeled platform with branding customized to your business, ensuring a seamless client experience

7

Personalised Recommmendations

Establish a personalised product Recommmendation's list to enhance client presentations and recommendations

8

Custom Domain Access

Access custom domains for client logins, reinforcing your brand identity and professionalism

Get Free Trial of Essential for 14 Days

Explore our Product for free with 14 days free trial of Essential Plan , You can upgrade after trial period ends.