Client portfolios, team performance, lead activity, and advisor metrics all on a single dashboard that updates in real time.
Won Leads
80
Lost
12
Forwarded
26
Reopen
18
Total Clients
450+
1Total AUM
₹50K
2Total SIP
30K
3Total SIPs
Zero Manual Reporting
4Ravi Kumar
Aisha Patel
Jamal Khan
450+
Clients Tracked
₹50K
AUM Monitored
30K
SIPs in View
Zero Manual Reporting
Track total clients, AUM, and SIP value in real time with complete accuracy. Leadership always has access to a clear and current picture of the firm's financial position without relying on manual reports or fragmented data sources.
Every financial plan is mapped with clear, color-coded progress indicators. Instantly identify what's active, delayed, or completed across investment strategy, asset allocation, and diversification without needing to ask your team.
Zippix tracks each team member's task and lead activity side by side. Managers get a clear, objective view of who's driving output and where support is needed without subjective check-ins.
Monitor Won, Lost, Forwarded, and Reopened leads with clarity and structure. Understand how your pipeline is evolving over time and where your firm stands in terms of growth, conversion, and future opportunities.
Analyze each advisor based on total clients handled, AUM contribution, and SIP value. Easily identify top performers, rebalance workloads, and make confident, data-backed decisions to improve overall team efficiency.
Ravi Kumar
Aisha Patel
Jamal Khan
Measure what truly matters. See outcomes, not just activity.
Lead Analytics
This WeekWon Leads
80
Lost Leads
12
Forwarded Leads
26
Switch views instantly. Stay aligned with your reporting cycle.
Move from overview to detail in a single click. Access deeper insights without losing context or breaking your workflow.
Clients : 145
SIP
Rs 0,000
Clients : 165
SIP
Rs 0,000
Clients : 152
SIP
Rs 0,000
Clients : 175
SIP
Rs 0,000
Aria Patel
Investment Consultant
Total AUM
Rs 2,50,000
Total SIP
Rs 20,000
Karan Mehta
Investment Consultant
Total AUM
Rs 3,80,000
Total SIP
Rs 28,000
Nisha Reddy
Investment Consultant
Total AUM
Rs 2,10,000
Total SIP
Rs 19,500
Rajesh Verma
Investment Consultant
Total AUM
Rs 3,60,000
Total SIP
Rs 24,000
Priya Nair
Investment Consultant
Total AUM
Rs 2,30,000
Total SIP
Rs 19,800
Amit Desai
Investment Consultant
Total AUM
Rs 3,40,000
Total SIP
Rs 22,000
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