Unlistique
Ops Portal · Sarffin Financial Advisors
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Admin
Welcome back
Good morning, Rahul 👋
Your operations hub. Select a module below to get started.
Tradebook
Manage purchase and sale orders, mark executions, generate invoices and export to Tally.
Purchase Orders Sale Orders Execution Invoice
Client Desk
Approve pending KYC, manage client profiles, generate client codes, and track categories.
KYC Approvals Client Codes Categories Bulk Actions
Associate Desk
Onboard associates, manage KYC approvals, track commissions and linked client referrals.
KYC Commissions Directory Referrals
Stock Summary
View entity-wise stock holdings, portfolio breakdown, and analytics charts.
Holdings Entity-wise Analytics
Resources
Newsroom, pinned notes, Tally export centre, downloads and reports.
Newsroom Tally Export Notes Reports
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