MO First 4.0.2

The "MO First App" serves as a comprehensive solution provider for its Business Partners, including Franchisees, Remisiers, and IFAs, facilitating efficient and effective management of their operations. While designed to enhance business performance, the application also offers valuable insights into key trends such as client revenue, assets under management, and sales over specific timeframes. Essentially, the UpperMost App functions as a strategic tool for tracking, reviewing, and making informed decisions based on business performance data.

Developed with several notable features, the UpperMost App includes:

• Daily, weekly, monthly, and yearly snapshots of revenue, assets under management (AUM), sales, and client activity, with comparative analysis against previous periods.
• A streamlined overview of newly acquired clients, inactive accounts, and top-performing customers, complemented by integrated call and email functionalities for prompt engagement.
• An extensive business summary that provides a quick overview of total clients, active clients, AUM, turnover, and revenue for the current month; it also displays active SIPs for comprehensive client tracking.
• A robust client search feature that delivers detailed information on individual portfolios, holdings, transactions, profit and loss statements, and revenue metrics.
• Access to essential reports such as client and product-wise revenue reports, AUM reports, ongoing SIP reports, product maturity reminders, and single holding summaries.
• Enhanced relationship management capabilities allowing users to send personalized wishes on birthdays or anniversaries and communicate via email or SMS with just a single click.
• One-click access to Indian and global market data, including top gainers, top losers, and most active securities by volume in equity and commodities markets.