Distributor Portal Features
Business Summary
One-stop view of your mutual fund business
Client Management
View and manage leads and clients in one place. A client summary at the top helps keep a track. View each client’s status, with both individual and family-level views.
2-minute KYC
Fill a simple form to complete your client's KYC.
Investments & Transactions
A monthly business overview of SIP/lumpsum purchases, redemptions, and net inflows. Filter by ARN, search transactions, download reports, and view detailed client-wise order records in one screen.
Browse Funds
Use smart filters to browse through the mutual fund universe. You can add funds to your watchlist for further analysis or quickly add them to the cart. You can also view NFOs.
Share Fund Recommendations
Send mutual fund recommendations to your clients in a click of a button. You can choose from our system generated recommendations or curate your own.
Purchase & Redeem
Quick invetsment action buttons such as purchase, redemption, switching funds to ease your everyday tasks.
Compare Funds
For technical analysis, you can compare upto 3 funds at once. This includes graphical representation, factsheet download, fund facts, sector-stock views, amongst others.
Analytics Dashboard
Analytics in one-click: choose from individual or family or usiness analytics as per use case. You can also generate reports for further analysis.
Commission Insights
Get a clear view of earnings across AMCs, schemes, and time periods. Spot drops due to redemptions or stopped SIPs, and reconcile payouts with client activity using filterable, exportable reports.
Goal Based Investing
Invest for your client goals. Choose from already invested funds or invest in new funds. Our system takes into account real-time adjustment to inflation.
Reminders & Notifications
Missed SIPs? Fund recommendations? You can send bulk notifications and reminders on WhatsApp. Use default messages or customise your own.
Manage Access
You can manage account access by limiting certain users to use certain features.
Advanced Calculators
Your solution to those quick calculations when your client needs answers.
Note-Taking
Don't miss out on important notes or followups. You can segregate notes based on a particular client.
