What It Does
1. Track Customer Assets
View and update investment balances, maturity dates, and asset classes in real time.
2. Manage Policies
Store, validate, and monitor takaful/insurance policies—including status, premium schedules, and claim histories.
3. Advise & Recommend
Use built-in AI modules to suggest plan upgrades, rebalancing moves, or risk shifts based on customer behavior.
4. Analyze & Report
Generate statements, compliance reports, and customer snapshots with a single click.
Track more. Advise smarter. Protect better.