Why You Need a CRM Along with an Investment Platform like Advisorkhoj
Investment software is great for tracking portfolios, but thatโs only one side of your business. To truly grow, you also need a CRM that helps you stay connected with clients, manage follow-ups, and keep communication smooth. When both work together, you get a complete picture โ investment data and client insights โ to make better decisions and offer a seamless experience.
Why This Integration Matters
Discover how this integration simplifies your workflow and drives better results.
Unified and Real-time Investor Data
Integrate real-time investor data directly into your CRM. Access all key client informationโcategorisation, risk appetite, and total AUMโon a single platform, enabling smarter, faster decision-making.
Leak-Proof SIP Management
Go beyond basic SIP expiry alerts. The system creates tasks and assigns them to the right RM, ensuring timely follow-ups and giving clients confidence that their investments are actively managed.
Client Retention at the Right Moment
Automated alerts for Transfer of Broker (TOB) act as early warnings. Quickly identify and address issuesโlike poor service, performance concerns, or lack of communicationโbefore clients decide to move on.
Smart Transaction Tracking
Automatically track all investor transactions within your CRM. Get instant alerts for TOCOB, transaction rejections, and upcoming SIP expiries, allowing you to respond quickly and maintain client trust.
Key Benefits
Explore the key benefits that simplify your operations and strengthen client relationships.
Auto AUM & Folio Sync
Automatically syncs total AUM, folio details, and product-wise investments from AdvisorKhoj into Sanchay CRM. Get real-time insights, identify key clients, and strengthen relationships effortlessly.
Client & Family Details
Syncs complete client and family information instantlyโno manual entry needed. Start tagging, segmenting, and managing tasks while keeping your CRM accurate and updated.2
Instant Rejection Alerts
Get instant alerts for SIP or transaction rejections. Take quick action to resolve issues, maintain trust, and ensure a smooth
investment experience.
Failed SIP Transaction Tracking
Track failed or rejected SIPs in real time. Act proactively to retain investments and build stronger client relationships.
Expiry SIP & Renewal Dates
Get alerts for SIPs nearing expiry or renewal. Engage clients on time to prevent missed investments and trail loss.
Change of Broker Detection
Know instantly when a client switches brokers. Respond quickly to retain clients and reduce churn.
How Investment Software and CRM Work Together
Investment software like Advisorkhoj helps you manage portfolios and transactions, while a Sanchay CRM helps you manage client interactions, reminders, and engagement โ together creating a complete advisory system.
Centralize Client Database
Investment platform tracks portfolios, while the Sanchay CRM keeps all client information in one organized place โ allowing you to categorize clients based on AUM, age, & risk profile to offer tailored, personalized services.
Streamline Portfolio Reviews
Investment tool provides performance data, while the Sanchay CRM helps you plan, schedule, and track review meetings โ ensuring no portfolio review is missed and every client receives timely insights.
Investor Awareness Programs
Sanchay CRM helps you create investor awareness programs by organizing events, sending invitations to your audience, confirming attendance, and collecting feedback efficiently.
Win More Referrals
Sanchay CRM helps you systematically collect and track referrals from clients โ enabling you to steadily increase your AUM, expand your client base, and strengthen long-term business growth.
Track Inquiries & Tasks
Investment system records transactions and client activity, while the Sanchay CRM ensures every inquiry, task, and follow-up is tracked to completion โ helping you deliver a faster and more responsive client experience.
Powered by WhatsApp API
With Sanchay CRMโs WhatsApp integration, you can handle client requests, share market updates, and send timely reminders โ extending your investment platformโs reach through smart, real-time communication.
Ready to Grow Your Mutual Fund Business?
Sanchay CRM is designed for Financial Advisors & Mutual Fund Distributors to streamline lead management, automate follow-ups, and boost business growth effortlessly. Take your business beyond portfolio tracking!
