GEPL Partner vs SHIP PartnerOS

GEPL Partner – Your Complete Client Portfolio Companion GEPL Partner is a powerful mobile app designed exclusively for GEPL’s channel partners — including Sub-brokers, Authorised Persons, GEPL Staff, and Branches — to help manage client relationships and investments more effectively, all in one place. Whether you're meeting clients, tracking portfolios, or planning follow-ups, GEPL Partner puts everything you need at your fingertips. Key Features: Complete Investment Overview Get a consolidated view of your client’s investments across: Mutual Funds Fixed Deposits Insurance Bonds Equity Shares And 20+ other financial products Access both individual-level and family-level holdings, making it easy to assess and analyze portfolios at a glance. Real-Time Portfolio Insights Stay updated with: Live portfolio values Performance tracking Asset allocation summaries Multi-portfolio comparisons Empower your conversations with clients using up-to-date, actionable insights. Smart Reporting & Analytics Generate and share detailed reports that include: Investment summaries Capital gains reports Transaction history Multi-asset performance breakdown Deliver a personalized experience for each client and their families. Calendar & Reminders Build stronger relationships with timely engagement: Schedule meetings, follow-ups, and client reviews Set reminders for birthdays, anniversaries, and key milestones Never miss an opportunity to connect or nurture relationships Family View Dashboard Access a 360° view of all investments held by a family unit: Simplifies wealth conversations Helps with estate and legacy planning Identifies new cross-sell and up-sell opportunities Secure & Seamless Access Biometric login and MPIN support Encrypted data for safe and reliable usage Designed for smooth performance even on lower-end devices Built for GEPL’s Partner Network Whether you're on the move or at your desk, GEPL Partner ensures that you’re always connected with your clients and their financial world. This app simplifies the complexities of financial data, making it easier for you to serve, guide, and grow. Why Choose GEPL Partner? One app for all asset classes Clean and easy-to-use interface Saves time, increases efficiency Enhances client servicing and engagement Strengthens your role as a trusted financial advisor GEPL Partner is not just a portfolio tracker — it's your digital assistant for smarter client management. Download now and experience the next level of partner empowerment! For support, contact us at: 022 31019911 | support@geplcapital.com

The Complete Business Operating System for Financial Partners Introducing SHIP PartnerOS - your smart, powerful, and intuitive platform designed to transform the way financial partners manage clients, track business, and accelerate growth. Built with advanced technology and deep industry understanding, SHIP PartnerOS empowers you to navigate the world of investments effortlessly and deliver an elevated experience to your clients. Whether you manage a growing client base or an established book of business, SHIP PartnerOS is engineered to be your daily companion, business enabler, and insights engine – all in one place. Your Unified Financial Operating System SHIP PartnerOS brings together your entire financial ecosystem into a single, seamless app. With just a tap, you can manage and monitor investments across: Mutual Funds Fixed Deposits Insurance Bonds & Debentures AIFs, PMS, and Structured Products Held-away assets 20+ financial product categories Enjoy a consolidated and real-time view of your client portfolios, enabling faster decisions and better advisory outcomes. Real-Time Insights & Advanced Analytics Stay ahead with meaningful insights that help you understand client portfolios deeply and act smarter: Portfolio performance tracking Product-wise and asset-wise analysis Family consolidation view Cash flow, risk, and allocation insights Goal progress tracking Business dashboards for partners Make informed decisions with accurate, actionable analytics. Effortless Client Onboarding & Management Simplify your operations with smooth, fast, and compliant client onboarding: Digital onboarding & eKYC Paperless transactions Easy addition of family members Client grouping and segmentation Manage everything from prospect to portfolio with professional ease. End-to-End Business Tracking Track the pulse of your business at any moment: AUM growth trends SIP book monitoring Client activity reports Revenue and payout insights New business pipelines SHIP PartnerOS helps you grow your revenue while keeping your business deeply organized. Multi-Portfolio & Multi-Asset Reporting Provide clients with clear, insightful reports they will appreciate: Customizable reports Multi-family and multi-portfolio statements Download and share instantly Performance, allocation & risk summaries Professional reporting is now only a tap away. Reliable, Secure & Future- Ready The app is powered by enterprise-grade security, ensuring your data and your clients’ information stay safe: Encrypted data protection Secure login and authentication Regular updates and enhancements Your business runs on trust — SHIP PartnerOS protects it. Designed to Help You Grow SHIP PartnerOS is more than just an app. It is your growth engine, offering you: Smarter insights Faster execution Better client experiences Higher productivity Stronger engagement Built for partners who want to scale their business with confidence. Say Goodbye to Complexity — Say Hello to SHIP PartnerOS From onboarding to insights, from multi-asset tracking to business growth — everything you need as a financial partner is now available in one intelligent, easy-to-use app. SHIP PartnerOS: Your Partner. Your Platform. Your Growth Engine.