A Stock brokering firm selling Portfolio software ( eDeskOnline )

From EDeskWiki
Jump to: navigation, search

Contents

A Stock brokering firm selling software ( eDeskOnline )

Enable your clients to work out their long term, and short term capital gains.

This edeskonline service is a value added service to your clients.

Increase client loyalty . None of your competing brokerages are offering this service.

Know your clients better: increase sales of your other financial products like IPO / MF / Insurance.

  • Features
    • eDeskOnline can be accessed on any internet-enabled computer.
    • The tax calculations can be also accessed using a GPRS enabled mobile phone.


You will simply need to inform your clients about the FREE service. We will service the product offering free of charge.

eDeskOnline Mobile Top
 eDeskOnline Mobi
eDeskOnline Webtop

About eDeskOnline

eDeskOnline has a variety of applications which assist and facilitate individuals/small enterprises, to expand their business and be technologically on par with their larger counterparts, at a very economical cost. For basic users eDeskOnline is completely free and very easy to use. A few integrated modules of eDeskOnline are:

  • Online Accounts
  • Database Management System
  • Website Content Management System
  • Online Tax Calculator
  • Online Documents and Spreadsheets
  • Database Management System
  • Online Email Client
  • Online Stock Portfolio

and many many more.....

Eaccounts Eportfolio

Value proposition for Brokering Franchisee

Thank you for your time during our conversation regarding the integration of your clients' portfolios with the with their accounts.

For promoting eDeskOnline, the commercials are as follows. Your incentive will be 33% of the amount received by us from the client. Eg: A client goes in for a contract with us for consulting or customisation; he will need to pay us for a years' worth of service. You will be entitled to 33% of that sum.

Again when he renews the account and pays us the renewal fee for the next year, you will receive 33% on that sum as well. You will receive 33% on all sums that the client pays to us in the future, to build a long term relationship.

To start off with: We will need your assistance in integrating our systems with the NetWorth Server format. In my next mail I will be sending you instructions on exporting the data of a client of your choice, and emailing it to us.


Draft of letter to clients from Franchisee

BROKER LETTERHEAD


Date:______________

Dear Clients,


As you are aware, PAN cards have become compulsory for trading or investing in the stock market, IPO or Mutual Funds for everyone. As a result, it is now very important that everyone maintain their accounts related to their stock market activity.


We are pleased to inform you that our XYZ branch has partnered with Concept Consultants for providing accounting services to all our customers.


Concept Consultant uses an online platform provided by eDeskOnline.com which allows live online portfolio tracking along with a linkage to your accounts. eDeskOnline also provides other applications like emails, address book, calendar, online document storage, photo gallery and many more applications integrated with the accounts and portfolio applications. All these applications are available to you at no extra cost.


Advantages of subscribing to our accounting services:

  • All your trading transactions at XYZ will be updated in your online portfolio by us. You no longer need to worry about data entry of your contract notes.
  • All your accounting statements which a CA would need to file your returns will be provided to you on demand or at the end of every financial year.
  • Track your portfolio on a daily basis. You can access your portfolio online via internet or also from your mobile phone. To access your portfolio on a mobile phone, all you need is a GPRS enabled handset (Such handsets are available for as low as Rs. 3000).
  • You can check which company is giving you profits and which companies are hurting your portfolio. You can also check how much profit you made in the last week.
  • You will also receive regular alerts regarding any upcoming bonus/split announcements or dividends for the stocks which you are holding.


Many of our clients have already started maintaining their accounts and portfolios through our accounting services.


Interested clients may please contact Mr. Joe Doe in our X Y Nagar Branch.


Regards,


MA Propreitor XYZ – X Y Nagar Branch

ABC Brokering Firm


See Also

Retrieved from "http://wiki.edeskonline.com/index.php?title=A_Stock_brokering_firm_selling_Portfolio_software_(_eDeskOnline_)&oldid=14633"
Personal tools
Ads by Google: