Prudent Partner Desk

Prudent Partner Desk is a Chrome extension designed for Prudent Corporate Advisory Services Ltd's Channel Partners. It enables tracking of clients' investment valuations and delivers a business MIS to support decision making.

Key modules include: AUM Report with interactive charts; Valuation Report; Business Report for the last three months; Calculators for financial planning; and a Post Query feature to trace statements. Access is secured via your Registered Broker Code, Login Id, and Partner Desk Password.