Enterprise Portal Active

ONE CALL Financial Services

Client Intelligence CRM Portal

256-Bit SSL Encrypted Session • Authorized Personnel Only

Dashboard Overview

⏰

Automated 9:00 AM Client Notification Engine

ACTIVE AUTO-PILOT

Transmits Birthday Wishes, SIP Renewal Reminders & Insurance Expirations daily at 9:00 AM (BCC Monitored)

🎂 0 Birthdays 📈 0 SIP Renewals 🛡️ 0 Insurance
RM-wise SIP Performance
City-wise Clients
Recent Clients
Quick Alerts

Client Master

Client 360° View

Add Client

Alerts & Compliance Center

Automated alerts synthesized from client portfolios and regulatory schedules

Executive Reports & Statements

Interactive portfolio drilldowns, AMC distribution, and client breakdowns

Portfolio Analytics & Distribution

Click distribution bars to filter · Click client rows to view 360° profile

Client Communications & Email Templates

Standardized wealth advisory communications, portfolio reviews, and compliance notices

Portfolio Valuation Dispatcher

Upload valuation spreadsheet → Auto-match Column D clients → Instant client dispatch

✓ Operations & Admin Rights
No valuation report uploaded. Ledger automatically maps Column D to client profiles.
Select any client row above to generate on-screen valuation report and dispatch preview.

NFO & Capital Market Campaigns

Configure campaign parameters → Live advisory preview → Outbound client dispatch

Fund Details
Live Preview
Fill details to see preview

Data Export & Ledger Extraction

Download comprehensive datasets in structured Excel / CSV format

Master Data Ingestion & Synchronization

Upload verified Excel ledgers to refresh client folios and active mandates. (Administrator Access Required)

Step 1 — LIVE SIP WISE DATE file (.xls)
Sheet "MUTUAL FUNDS" workbook — Required columns: Investor, PAN NO, Scheme, Monthly SIP Amount, Start/End Date
Step 2 — FOLIO WISE LIST file (.xls)
Sheet1 workbook — Required columns: AMC, Folio No, Investor Name, First Holder PAN, Address, Bank
Step 3 — Execute Import & Synchronization
Security Note: Ingested client portfolios are securely cached in local storage for lightning-fast lookups. Built-in insurance registers remain intact unless a dedicated ledger is provided. The portal synchronizes automatically upon completion.

Product Wise Investment Portfolio

Granular distribution across Mutual Funds, Term Life Insurance, Health Cover, and alternative instruments

Client Documents & KYC Vault

Encrypted repository for PAN Cards, Aadhaar verifications, Demat CML, Bank Cheques, and Valuation reports

Product Entry & Mandate Creation

Register new Systematic Investment Plans (SIP), Health Policies, and Life Term Covers

Client Engagement & Advisory Records

Interaction minutes, advisory consultations, strategic discussions, and follow-up milestones

Advisor Operations & Task Center

Mandate workflow, operational milestones, resolution notes, and executive daily work reporting

User Management & Advisor Credentials

Role-based authentication, supervisory access, and multi-advisor administration

Insurance Portfolio & Policy Manager

Direct front-end policy entry, sum insured & premium management, renewals tracking, and multi-insurer ledger

Live Email Dispatch Logs & Audit Trail

Real-time delivery verification across Mail.OneCallFinance.com (Port 465 SSL) & IMAP Sent Folder

Daily Mutual Fund Upload & Client Confirmation Hub

Daily transaction sheets (Purchase & Redemption) → Audit trail log history → 1-Click branded client confirmation emails with auto-BCC

🛡️ BCC Active: gaonkarprasadgaonkar@gmail.com
Total Upload Batches
0
Processed Transactions
0
Client Emails Sent
0
Total Net Volume
₹0.00
Upload Daily Mutual Fund Files
Click or Drag & Drop Daily Mutual Fund Data Workbook (.xls / .xlsx)
Automatically detects both "Purchase Report" and "Redemption Report" sheets from the single file
Daily Mutual Fund Upload Confirmation Log & Audit Trail
Complete chronological history of upload timestamps, uploading user, transaction details, and client dispatch status

Email Gateway Configuration

Corporate Outbound SMTP Relay & Client Notification Engine

Cloud Dispatch Gateway: Active
Production Server Relay · support@onecallfinance.com · Zero Localhost Dependency
Primary mailbox for all outbound client campaigns, NFO updates, and valuation reports.
Supervisory address for operational task completion notifications and daily work logs.
🔒 Admin Rights Required
All system emails, reminders, and daily MF confirmation statements automatically BCC this address. Only Administrator can modify this.
Live server endpoint deployed on onecallfinance.com. Works from any laptop or mobile phone.
Cloud Gateway Architecture:
• Cloud Native Relay (send.php): Deployed on MilesWeb server (onecallfinance.com) with automatic SPF alignment.
• Zero Localhost Dependency: Operational from any employee laptop, tablet, or phone worldwide without local processes.
• Official Support Mailbox: Client communications are delivered from support@onecallfinance.com.