Assetmonk - Sales

The Assetmonk-Sales App helps Assetmonk advisors manage opportunities, investors, and transactions seamlessly. Track your investment portfolio, view pending profiles, and manage your investor network with ease.

Key features include:
● Opportunity Management: Keep track of active investment opportunities and investor details.
● Investor Search: Quickly find transactions using UTR numbers or investor names.
● Account Overview: Monitor key metrics like total opportunities, received amounts, and pending profiles in one place.