Operations console
Database connectedInvestor data center
Import, monitor and manage investor records from one workspace.
Total AUM—Current portfolio value
Total portfolios—Active holdings
Total investors—Registered accounts
Total SIP / STP—Active plans
AUM allocation
—AUM
Dashboard metricsLive database totals
—AUM
—Portfolios
—Investors
—SIP/STP
Upload investor data
MFSD211 syncs investor master records. WBR9 syncs investor details and unit balances. CSV and DBF are accepted; existing data is upserted and new accounts stay inactive until onboarding.
Create user account
Admin-only: creates the account directly in the connected MySQL database.
Complete investor details
| Login ID | Identity | Contact | KYC / FATCA | Risk | Portfolio | Status | Action |
|---|---|---|---|---|---|---|---|
| Loading investors... | |||||||