Digital Advisor

Advisor Portal is the official mobile application designed exclusively for the advisors of Advisor Portal. This powerful tool puts your entire business portfolio in your pocket, offering real-time insights into your performance, earnings, and team hierarchy.

Whether you are on the field or in the office, the Advisor Portal ensures you stay connected with your business growth.

KEY FEATURES:

📊 Smart Dashboard
Get a comprehensive overview of your business at a glance.
Real-time Advisor Card with Rank and Code.

Summary of current month's new business and team joining.

Visual graphs tracking your yearly growth and business volume trends.

👥 Team Management
Access your complete downline structure with ease.

View your Direct Team members instantly.

Explore your "Total Team" hierarchy across all levels.

Sort team members by Rank and Joining Date to identify top performers.

Access contact details of your downline for better coordination and support.

💰 Commission & Payouts
Transparent and detailed tracking of your earnings.

View month-wise payout summaries.

Access detailed payout vouchers showing commission breakdowns.

Track Net Payable amounts after TDS and deductions.

Historical data of all your past earnings in one secure place.

📈 Business Reports
Stay updated with your collection and policy data.

Track new business logged by you and your team.

Monitor receipt-wise commission details.

🔐 Secure & Private

Secure login using your unique Advisor Code and Password.

Data privacy is our top priority; your business data is encrypted and accessible only to you.

WHO IS THIS FOR?
This app is strictly for registered Advisors. It is not for general public use. If you are an advisor, use your registered credentials to log in.

Download the Advisor Portal today and take control of your success!