Client Master

Altivest Wealth · Pinnacle Finvest

Password

Working as

Client Master

Altivest Wealth · Pinnacle Finvest

Working as

Dashboard

Client Summary

Review Tracker

Fund Mapping

Enter value

Value

Stop SIP

Switch / STP

Folio No

Fund Name

Add New Client

UCC (mandatory, unique)

Onboarding Date

First Name (mandatory)

Middle Name

Last Name (mandatory)

Suffix

Audit Log