New Generation
Universal Wealth
Platform Boharr
Try our Product, our team will arrange a demo and help to assist.
![](https://boharr.com/wp-content/uploads/2023/04/SaaS-Hero-Ornament-1.webp)
![](https://boharr.com/wp-content/uploads/2023/04/SaaS-Hero-Ornament-2.webp)
![](https://boharr.com/wp-content/uploads/2023/05/Boharr_dashboard1.png)
End 2 End
Solution for
Wealth Management
Manage Lead, Schedule Calendar Tracking
Convert Lead to Prospect, Follow-up and Onboard
Avoid data duplication – incremental data & single onboarding.
Permanent Scan & Store for digital onboarding documents
Mitigate Staggered Database Storage - Single storage of documents
Manage KYC – Across Status including trigger for eKYC – Risk Category & Assessment
API Plugins, SFTP interface, Pre-defined File Format Interface, No third-party redirection – Seamless customer interface.
Enhanced experience on seamless journey, Transaction Status
Lead & Prospect, Hierarchy Level Reports – Budget, actual and performance reporting, Customer Engagement, Incentive Calculation, Complaint Tracking, Customer Portfolio Access
Business Trackers – Flexibility in setting up Key Trackers
Transaction History, Portfolio Valuation, Performance Returns
Report Management – Generate, upload, download Reports
Export Reports for Internal and External Systems Entity Environment.
Revenue Recognition – on accrual basis, investor level
Revenue Analysis – Trend Analysis, Investor level etc.
Dynamic Charts, Detailed Reporting, Reconciliation – Track Status, fee accrual to receipt, Identify reconciling items for actionable.
Allows to e-sign the trade orders
Perform Online KYC and onboarding documents- eSign
Execute online onboarding documents
Flexibility to regenerate payment link for failed settlements
Tracking Payment Status online
Seamless trade and settlement matching
![](https://boharr.com/wp-content/uploads/2023/04/SaaS-Hero-Ornament-1.webp)
![](https://boharr.com/wp-content/uploads/2023/04/SaaS-Hero-Ornament-2.webp)
The Product to make
Wealth Management
Better
Boharr platform is built with a modular approach, seamlessly integrating independent modules to provide a comprehensive wealth management solution that meets the needs of businesses. We understand the importance of a unified platform that offers end-to-end capabilities, and our approach strikes the perfect balance between integration and independence. With our platform, clients can enjoy a flexible and efficient wealth management experience.
Application.
![Multi-Product in a Single-Platform (One Application, One View)](https://boharr.com/wp-content/uploads/2023/04/all-svgrepo-com.png)
Multi-Product in a Single-Platform (One Application, One View)
Unified user experience, cross-selling, customer retention, or wider revenue stream all in a single platform
Pre-integration and ready to use products
- Mutual Funds
- Corporate Fixed Deposit
- Secondary Market Bonds
- e-Gold
- Peer-to-Peer Investing (P2P)
![Analytics and Reporting](https://boharr.com/wp-content/uploads/2023/04/analytics-chart-growth-svgrepo-com.png)
Analytics and Reporting
Import, process and analyse your business data into actionable insights to make informed decisions
- Data Warehouse: Import data across different formats and source
- Data Visualization: Graphical representation for trend and pattern analysis
- Data Analysis: Slice and Dice data across parameters
- Custom Reporting: Tailor reports – prepare ad-hoc reports or dashboards.
- Hierarchical Reporting: View data across any level in the organization
Relationship.
![Customer Relationship Manager (CRM)](https://boharr.com/wp-content/uploads/2023/04/customer-service-help-svgrepo-com.png)
Customer Relationship Manager (CRM)
In-built CRM helps you manage prospect and customer interactions. Now, organise, automate and synchronise sales, marketing and customer service seamlessly
- Contact Manager: Store and organise leads, prospects and customers
- Communication Manager: Customise templates and schedulers
- Sales Tracker: Track leads, conversion and other analytics
- Customer Service: Handle customer enquiries, complaints and requests
- Onboarding KYC: Perform seamless eKYC and reduce customer wait time
![Revenue and Sales Manager (RSM)](https://boharr.com/wp-content/uploads/2023/04/manager-businessman-svgrepo-com.png)
Revenue and Sales Manager (RSM)
Improve your sales operation, financial visibility, accuracy and efficiency with a centralised sales and revenue management platform
- Tracker: Capture and record all revenue transactions
- Computation: Automatically calculate revenue across products
- Reporting: Generate real-time and historical revenue
- Reconciliation: Compare and reconcile revenue to check for leakages
![Get More...](https://boharr.com/wp-content/uploads/2023/04/maximize-size-svgrepo-com.png)
Get More...
Respond to the market demand and capitalize on the opportunity with a ready to go live platform.
- Responsive app: Improved user experience across any digital device.
- Cloud Neutral: Ability to run on any cloud infrastructure.
- Rest API: Interoperability with existing internal or external stack, if any.
- Multi Jurisdictional: Ability to operate across multi currency and jurisdiction.
![Explore more](https://boharr.com/wp-content/uploads/2023/04/more-svgrepo-com.png)
Explore more
We love to hear from you
If you have specific questions or topics, feel free to ask!
We belive together we can and we will make a difference to this investment world