Take your stock advisory services to NEXT level
India’s first All-In-One platform to
empower you to effortlessly run your financial
advisory end-to-end.
How it works ?
business, providing a streamlined and intuitive experience.
Create a package
Simply create a new recommendation subscription package which your clients can subscribe to
Create and send stock recommendation
Simply create a new recommendation subscription package which your clients can subscribe to
Track client’s payments & subscriptions
Simply create a new recommendation subscription package which your clients can subscribe to
Analytics that helps you Grow
more than 50%, save time and give a premium experience to your clients.
Dashboard
Comprehensive performance analysis for your advisory recommendations and historic data.
Payment processing
You don't have to talk with payment gateways. We do it for you. Allow clients to pay with any payment methods.
Client subscriptions
Avoid manual tracking of each client. View all of your clients in one place. Expired subscription are removed automatically.
Send recommendation quick
No need to manage any Whatsapp group manually.StocksEasy helps you send recommendation to all of your clients in one click.
Download reports
Download data & reports of past recommendations, earnings, clients etc. anytime from anywhere.
StocksEasy help financial advisors and research analysts build client trust, deliver their clients a superior experience by giving them a end-to-end seamlessly connected journey and grow and scale. StocksEasy is an all-in-one platform to automate and seamlessly run all day to day operation such as client profile collection, payment collection, timely subscription expiry and management, keep track of all the client and historical advisory data and much more.
We are excited to have you onboard. Simply sign-up for a free demo. You can also register with us by reaching out to us on whatsapp and email.
With StocksEasy, your new clients can now experience a seamless process while subscribing to your services. Nothing would change for your existing client base.
Welcome onboard !! While you sit back and relax, out expert technical team would take care of all the stuff to make sure you can manage all of your existing clients from StocksEasy.
All in one platform for financial advisors
Start your journey NOW!
