Design basket and strategy workflows for higher customer engagement
Effortlessly create and launch trade baskets (multi-instrument portfolios) with customizable fields and lightning-fast search. Set precise targets of each basket, supported by detailed PDF summary reports.
Seamlessly distribute baskets across your systems and channels, integrating with personalized marketing campaigns via robust APIs.
Streamline real-time tracking and monitoring of basket performance with live P&L updates, market metrics, and automated rebalancing or closure based on target, stop-loss, and validity rules.
How Codifi Trade Basket Works
Supports multiple basket-types and strategies
Single Instruments
Build simplified baskets containing one instrument for focused trades..
Thematic Baskets
Create & rebalance motif baskets focusing on themes (e.g., green energy, tech exports).
Option Strategies
Configure and monitor multi-leg derivative baskets (e.g., options spreads, futures bundles).
Mutual Funds
Offer ready-to-go baskets across equity, debt, hybrid styles for easy advisory.
Institutional
Manage large-scale basket operations for institutional/custom customers.
Other Assets
Extend support to assets like bonds, NCDs, IPO bundle baskets and more.
Give your business team superpowers
Analyst
Effortlessly add recommendations using customizable fields and lightning-fast search. Set precise targets tied to real-time prices and support them with detailed PDF reports.
Marketers
Build automation flows tied to analyst events. Segment users and tailor notifications across WhatsApp, Telegram, push, email and more.
Business / RMs / Dealers
Offer personalized guidance to customers based on their holdings, and benefit from a unified view of customer participation.
Features
Supports advisory of all types
Smart Validations
Ensures correct price levels when creating recommendations
Multi Asset
Create recommendations for single instruments basket of equity or derivative strategy
Real Time Sync
All systems, platforms and stakeholders have real time/ upto date informations
Duplicate Checker
Prevents duplicate or accidental advisory of the same instrument
All Markets
Supports all instruments on NSE, BSE, MCX, NCDEX
Customer Reports
Schedule weekly/monthly portfolio reports
In-built Powerful Marketing Automation
Dynamic User Segmentation
Precisely create segments for advisory events such as creation, modification or portfolio change.
Rich Notification Templates
Build and preview personalised templates across WhatsApp, Telegram, push notifications, email and more.
Live Engagement Analytics
Track campaign performance via clicks, impressions, orders and other real-engagement metrics.
