Explore how Rabbit Invest can grow your business!
The Ultimate 'One-Screen'
No more jumping between AMC portals. Our Business Summary gives you a 360-degree view of your monthly SIPs, lumpsum purchases, redemptions, and net inflows, all in one place.
Client Management
Manage leads and clients from one dashboard, quickly track every client’s status, and view both individual and family-level relationships so you never miss a follow-up and always look prepared.
Digital Onboarding
Digitising the KYC flow reduces friction for your clients and helps you convert interest into active portfolios faster while keeping the experience smooth. KYC integrations are both NSE & BSE compliant.
Engage from the First Click
Ditch the boring questionnaires. Our Gamified Risk Profiling turns the mandatory risk assessment into a fun, interactive experience that helps you understand your client’s "investment personality" effortlessly. The bonus is that it is SEBI compliant.
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.
Sell Smarter with Better Fund Discovery
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.
Instant Expert Recommendations
Impress your clients by sending curated mutual fund recommendations with a single click. Choose from our intelligent system-generated picks or curate your own expert list.
Complete Lifecycle Servicing
Handle redemptions and common investment actions efficiently, keeping client servicing tight and turnaround time low.
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.
Superior Technical Analysis
Outshine your competition by comparing up to 3 funds simultaneously. Present your clients with stunning graphical representations, sector-stock views, and instant factsheet downloads
Commission Transparency
Finally, get a clear view of your earnings across AMCs and schemes. Commission Insights allow you to spot drops from stopped SIPs and reconcile payouts with client activity using exportable reports.
Real-World Goal Planning
Help your clients plan for their dreams—not just numbers. Our Goal-Based Investing system automatically adjusts for real-time inflation, ensuring their long-term plans stay on track.
Smart Reminders
Never let a missed SIP go unnoticed. Send bulk notifications and reminders directly to your clients’ WhatsApp using customizable templates, keeping you top-of-mind without the manual effort.
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.
Flawless Record Keeping
Don't miss out on important notes or followups. You can segregate notes based on a particular client.
A Personal Digital Vault
Your clients can finally organize their finances. They can upload CAS reports once and access them anytime, making you their essential partner in data organization
