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Stock Broker & Investment Advisory Software demo

Track clients, portfolios reviews and compliance due dates. This is a working application with 10 connected screens: Dashboard, Clients, Client Reviews, Service request Board, Filings & Deadlines, Compliance Calendar, Advisors, Billing and 2 more.

Demo URL: demo.trainingtrains.com/demo/software/stock-broker-advisory

WealthPath Advisory

Stock Broker & Investment Advisory Software demo - sample data, nothing here is real

Dashboard

Live overview of WealthPath Advisory. Every figure updates as you add or change records in the other screens.

22Service requests
₹1,25,000Revenue
12Open service requests
14Clients on record
2Advisors available
₹7,159Average service request value
Revenue by service
  • Statutory Audit₹1,00,000
  • Payroll Processing₹12,000
  • Financial Planning Session₹12,000
  • Monthly Bookkeeping₹12,000
  • Income Tax Return₹7,500
  • Tax Consultation₹6,000
Service requests by status
  • Completed6
  • Documents pending6
  • Received4
  • Cancelled4
  • In progress2

Service requests needing attention

  • SER-1001 - Kavya PillaiReceived
  • SER-1005 - Kavya PillaiDocuments pending
  • SER-1008 - Emily GarciaDocuments pending
  • SER-1009 - Emily GarciaReceived
  • SER-1012 - Olivia VermaDocuments pending
  • SER-1013 - Emma HussainDocuments pending

Recent activity

  • Kavya Pillai - Service request SER-1001 is received2 min ago
  • Emma Hussain - Service request SER-1002 is completed14 min ago
  • Emma Hussain - Service request SER-1003 is completed38 min ago
  • Vikram Kulkarni - Service request SER-1004 is completed1 hr ago
  • Kavya Pillai - Service request SER-1005 is documents pending2 hrs ago
  • Pooja Mehta - Service request SER-1006 is cancelledYesterday

What this software does

An advisory system: client records, review board, compliance filings and calendar, billing and feedback.

  • Client records
  • Review board
  • Compliance filings
  • Due-date calendar
  • Fee billing

Business problems this software solves

Problem

Reviews are overdue.

Training Trains solution

The board shows who is due.

Problem

Compliance dates are missed.

Training Trains solution

The filings calendar shows what is due.

Problem

Fees are billed late.

Training Trains solution

Billing raises invoices per client.

Used by businesses like

All names, prices and figures are sample data. Anything you add stays in your own browser - nothing is sent to us. The real system is built around your business.

Frequently asked questions

What does the Stock Broker & Investment Advisory Software demo include?

A working application with 10 connected screens: Dashboard, Clients, Client Reviews, Service request Board, Filings & Deadlines, Compliance Calendar and 4 more. Everything is interactive and uses sample data.

Is the data in the demo real?

No. All names, prices and figures are sample data. Anything you enter stays in your own browser and is never sent to us.

Do I need to sign up to try it?

No sign-up and nothing to install. Open the demo and use it right away.

Can Stock Broker & Investment Advisory Software be customised for my business?

Yes. We tailor the screens, fields and reports to how you work and launch it on your own domain.

Want Stock Broker & Investment Advisory Software for your business?

We tailor the screens, fields and reports to how you work, and launch it on your own domain.

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