Stock Advisor
What is Stock
The Stock Exchange is a place where people buy and sell financial securities such as shares(stocks), bonds, and others. It is amarketplace where buyers and sellers trade financial tools during specific hours. This is done under some strict guidelines that are laid down by SEBI(Securities and Exchange Board of India). However, only those companies that are listed on a stock exchange are allowed to trade in it. If a firm is not listed, its shares will still be available for purchase and sold in OTC(Over The Counter) markets. However, these shares are mainly considered to be less than listed shares.
Stock Advisor
Running a stock advisory business is more than providing investment advice; it means
managing client portfolios, monitoring transactions, providing timely alerts, ensuring compliance,
and keeping tabs on each client's expectations. That's precisely why Shiven Enterprises created
a
Smart CRM for Stock Advisors, an exclusive solution that simplifies, automates, and expands
your stock advisory business.
Whether you are an independent advisor or a large brokerage, our solution makes managing all
of this easy lead gen to client onboarding, tracking portfolios, messaging, and regulatory
compliance all within one easy-to-use environment.
Why Choose a CRM Developed Specifically for Stock Brokers?
A generic CRM wasn't developed to handle the quick pace or intensity of trading activities in stock markets. Our Stock Broker CRM provides features custom-built for the requirements of brokers and advisors and supports you by:
Manage real-time client interactions
Monitor portfolio performance and preferences
Send customized trade recommendations and notifications
Automate onboarding, documentation, and compliance
Run securely with complete regulatory support
Shiven Enterprises's CRM makes sure that your whole advisory process is streamlined and your client service is top-class, without switching between several tools or platforms.
Key Features of Shiven Enterprises’s CRM for Stock Advisors
A generic CRM wasn't developed to handle the quick pace or intensity of trading activities in stock markets. Our Stock Broker CRM provides features custom-built for the requirements of brokers and advisors and supports you by:
1.Client Portfolio Management
Keep up with every client's entire financial journey, investment objectives, to transaction history. Look at risk appetite, investment style, and portfolio performance in a single, streamlined dashboard.
2. AI-Informed Trade Suggestions
Employ wise, AI-inspired insights to send customized trading advice. Our CRM reads market trends and client patterns to enable you to give quicker, wiser advice.
3. Workflow Automation
From lead capture and onboarding to ongoing client follow-ups and compliance reporting, it's all handled automagically. This leaves you free to spend your time doing what is most important — strategy and building relationships.
4. Document & Compliance Management
Store and hold KYC documents, proof of income, and returns on investment in an encrypted online vault. The platform streamlines audits, renewals, and compliance verification.
5. Enterprise-Grade Security
Your customers' information is secured by top-level encryption, access rights, and cloud backup. Our CRM is fully compliant with all regulations and guarantees full data privacy.
6. Multi-User and Role-Based Access
Ideal for solo advisors and teams alike. Set roles, determine access levels, and keep tabs on team activity all within a single integrated platform.
Designed for Performance, Not Record-Keeping
Shiven Enterprises CRM is not a simple record-keeping system; it's a performance enhancer.
It's
built to enable you to better manage clients, provide timely suggestions, and expand your book
of business with more ease and professionalism.
We comprehend the specific challenges facing stock advisors and brokers, and our CRM is
designed specifically to address those challenges with real-time information, automation, and
insights.
Frequently Asked Questions
Answered all frequently asked questions. Still confused? Feel free to contact us.
Ready to Take Your Stock Advisory Business to the Next Level?
Feel the difference of a CRM designed specifically for stock advisors. Get in touch with Shiven Enterprises now for a personalized demo and discover how our CRM can drive your advisory business.