A Stock brokering franchisee selling Portfolio software ( eDeskOnline )
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A Stock brokering franchisee selling software ( eDeskOnline )
eDeskOnline.com would like to introduce to you, our innovation of an online Operating System for individual users, packed with many useful features (see below). Not only can edeskonline be accessed on a desktop, it can be also accessed using a simple GPRS enabled mobile phone.
We seek to partner with your esteemed institution, by offering our edeskonline product to your existing clients as a value added service to them. Since none of your competing organisations or franchisees are offering this extra benefit to their clients, we strongly recommend that you are the first to promote it.
The Benefits you will get are:
- Unique status for providing value added service, as compared to other franchisees of your own company and competitors. A value added service leads to increased client retention and loyalty.
- Guide clients leading to increased turnover and potential sales of other financial products like IPO / MF / Insurance.
We will follow up with you to setup a meeting in this regard.
Best Regards,
RR
As a Franchisee Owner, you would require to:
- Send a letter / email to all your clients about the features you are offering FREE
- Answer any queries related to the product
- May want to put up Tech support info / posters at your office premises.
About eDeskOnline
Edeskonline has a plethora 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.....
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.
Regards,
XYZ Consultants
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
Online Backup of ODIN Software
Log on to your ODIN software
- Press Alt + F7
- Open up a window called Online Back-up
- From the drop down box market segment select = BSE or NSE
- Click on link Generate File
- The dialogue box will automatically close
- In the background, the file would have been created
- Go to compose mail
- Click on attachment
- Select C:\odin\online backup\BSE\trades\mmddtrd.txt
