LMS Connect vs Sapient Wealth

•⁠ ⁠Member name: LATIN MANHARLAL SECURITIES PVT LTD. •⁠ ⁠SEBI Registration Number`: INZ000208631 •⁠ ⁠Member Code: BSE : 0405, NSE : 10720 •⁠ ⁠Registered Exchange/s name: BOMBAY STOCK EXCHANGE LTD., NATIONAL STOCK EXCHANGE OF INDIA LTD. •⁠ ⁠Exchange approved segment/s: BSE : CM , F&O,NSE : CM, F&O, CDS LMS Connect is the official back-office app for Latin Manharlal Securities Pvt Ltd sub-brokers and authorised persons. Get instant, secure access to the same reports you use at the desk — anywhere, on any iPhone. CLIENT QUERY 
View any client's notional and cash positions, global cash and derivative net O/S, ultimate delivery, portfolio returns, cash and derivative trades, span margin break-up, NBFC funding, short/long-term capital gains, client-wise brokerage, bill summary, current status and client interest — all with a single client code. SCRIP QUERY
 Scrip-wise notional cash and derivative positions, ultimate delivery, cash and derivative trades, span margin and probable shortage reports. FINANCIAL STATEMENTS
Ledger, trial balance, bill summary and financial statements with running Dr/Cr balances, clear profit and loss colouring and consistent Indian number formatting. MAIN & MIS REPORTS 
Contract notes, Form 10DB, margin status declaration, payment requests, stock across categories, pledge/re-pledge valuation, circulars, ITR form, investment ideas, trading calls, region/family/team/RM/dealer-wise brokerage, zone-wise and daily brokerage, illiquid scrip details, SEBI MTF shortfall, stock limit details, delayed payment charges and span margin concentration. LIVE SCENARIOS 
Live obligation, client snapshot with auto-refresh, management dashboard, limit requests, expected pay-in/pay-out and peak margin shortfall. REAL FAMILY & GROUP INFORMATION
Family and sub-family financial balances, real-family portfolio and global cash/derivative O/S across linked accounts. DEPOSITORY 
CDSL and NSDL holding reports and depository financial statements. BUILT FOR SPEED • Recently used client and scrip codes for one-tap re-selection • Search and filter inside every report • Tap any row for a detailed breakdown • Export any report to PDF or Excel and share it instantly • Multi-firm support — switch between group entities after sign-in SECURE BY DESIGN • OTP-based login with device binding • Encrypted credential storage using the iOS Keychain • Automatic session timeout and secure logout • Your data never leaves your firm's servers Access is restricted to registered branch and partner users of Latin Manharlal Securities Pvt Ltd Contact your firm's IT desk to obtain login credentials.

Sapient Wealth is one-stop shopping for all your Financial needs. You can use this state of the art app to stay on top of your Complete Financial Portfolio with all assets: - Mutual Funds - Equity Shares - Bonds - Fixed Deposits - PMS - Insurance Key Features: - Complete Portfolio report download including all assets. - View historical Performace of your Portfolio easily - Easy login via your Google email id. - Transaction statement of any period - 1 Click Statement of Account Download for any Asset Management Company in India - Advanced Capital Gain Reports - Invest Online in any Mutual fund scheme or New Fund Offer. Track all orders till the allotment of units to keep complete transparency - SIP Report to be informed of your Running and Upcoming SIPs, STPs. - Insurance list to keep track of premiums to be paid. - Folio details registered with each AMC. Calculators and Tools available: - Retirement Calculator - SIP Calculator - SIP Delay Calculator - SIP Step up Calculator - Marriage Calculator - EMI Calculator