MOPW CRM

Gratuit

1.4.7for iPhone, iPad and more

Motilal Oswal Financial Services Limited

Developer

24,2 Mo

Size

Aug 8, 2023

Update Date

Finance

About MOPW CRM

MOPW CRM is the next generation App to connect with your prospects & clients for better engagement & tracking on the Go.

Stay in touch with your prospects & clients, schedule & maintain meetings & client connect points on the Go.

Quoi de neuf dans la dernière version 1.4.7

Last updated on Aug 8, 2023

Vieilles Versions

Logo Changes

Version History

1.4.7

Aug 8, 2023

Logo Changes

1.4.6

Feb 14, 2023

Additional Time Frames in QMS Segment

1.4.5

Jan 19, 2023

Minor bug fixes and code upgrade to new version

1.4.4

Dec 29, 2021

Code migration from version 13 to 13.1 and bug fixes

1.4.3

Sep 24, 2021

In this release, users can download Avendus NDPMS reports in QMS reports section.

1.4.2

Jul 17, 2021

Bug fixes.

1.4.1

May 7, 2021

Bug fixes.

1.4.0

May 2, 2021

1. Delphi & White Oak PMS Reports Are Now Available On The App
2. Contract Notes Are Now Available On The App
3. Bug Fixes & UI/UX Improvements

1.3.9

Mar 10, 2021

1) OTP Based Login
2) UI/UX Improvement

1.3.8

Feb 28, 2021

1) OTP Based Login
2) Unifi PMS Reports Now Available On The App
3) UI/UX Improvement

1.3.7

Jun 2, 2020

1) Redundant Reports Removed
2) Bug Fixes
3) UI/UX Improvements

1.3.6

May 14, 2020

1) Invesco Reports are now available on the App.
2) Performance Improvement
3) Bug Fixes

1.3.5

Mar 31, 2020

1) Alchemy & Marcellus PMS Reports Available on the App.
2) UI & UX Improvements
3) Minor Bug Fix

1.3.4

Mar 14, 2020

1) App is now Tab & iPad Compatible
2) UI & UX Improvement
3) Minor bug fixes

1.3.3

Jan 10, 2020

RM Dashboard :
Features
- RMs can track his /her performance across different parameters like AUM, Sales, Revenue, Client and Meetings against their target
- CHs and RHs can track their team performance across different parameters like AUM, Sales, Revenue, Client and Meetings against their target
- Platform available on the mobile making it handy and tracking on the go
- Summary and details both are available across different parameter
- Minimal manual intervention

1.3.2

Dec 12, 2019

1) Performance and bug fixes.
2) Improvements in UI/UX.

1.3.1

Nov 21, 2019

Investment proposal creation made easy! On laptop or on the go, using your smartphone!
Create multiple options for investment proposals
Create goal based financial plan (cash flows) along with investment proposals
Pre-filled investment charter based on risk profile, or customisable guidelines as per requirements
Download one pager factsheets for recommended Equity & Debt strategies
Dark Mode Compatibility

1.3

Nov 4, 2019

1) User can now Download Mutual Fund SOA, PMS (Oldbridge, Renaissance, DHFL & ASK) & AIF Reports from the App.
2) Performance & Bug Fixes.
3) UI & UX Improvements.

1.2

Aug 30, 2019

PFB content in what’s new section,

1) Application can now be accessed globally.
2) Minor bug fixes and improvement.

1.1.10

Apr 2, 2019

- Invesco Reports can now be downloaded from the App.
- Reports section re-structured as per the Client Portal.
- Minor Bug Fixes & Improvements.

1.1.9

Mar 8, 2019

-Minro bug fixes
-CRM Module added

1.1.8

Mar 1, 2019

-Performance Improvement.

1.1.7

Dec 19, 2018

- Multiple Updates about a request can be given to the Relationship Manager by the Service Relationship Manager.
- Expanded view showing more details about requests placed by the Relationship Manager.
- Schemes/Strategies held by clients displayed for specific type of transactions so that selection of schemes/strategies is much easier.

1.1.6

Dec 14, 2018

1.1.5

Nov 6, 2018

- For Additional Purchase/Switch/Redemption, the schemes/strategies held by the client would be suggested.
- Amount entered in transaction amount field will come in wordings.
- Perpetual option added when a user wants to perform a SIP for the client.
- Leave & Task delegation notification will come to the Relationship Manager.

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