Next-Gen Investment & Portfolio Management
InvestPro is a smart investment management platform designed especially for Post Office agents and financial advisors. It simplifies the process of tracking client investments, calculating commissions, managing maturity reports, and generating insightful analytics — all in one place.
Key Features:
- Smart investment maturity tracking
- Automated commission and TDS calculation
- Real-time alerts and notifications
- Easy client and scheme management
- Dashboard with reports, charts, and summaries