A tour of the Rabbit Invest partner portal
The Rabbit Invest partner portal opens on Home, which shows your AUM, active SIPs and clients at the top. Quick Access lets you add a lead, transact, pull a report or notify a client. Reminders, notes and insurance renewals sit below, and the sidebar takes you to every other section.
Steps
Home shows your book at a glance
AUM, active SIPs and the number of clients sit at the top of the page.
Quick Access
Add a lead, start a transaction, pull a report or notify a client in one tap.
Reminders
SIPs due this week and missed SIPs, ready to act on.
Notes and insurance renewals
Your latest client notes and policies coming up for renewal.
The sidebar
Clients, Browse Funds, Business, Communication Hub, Marketing and the rest of the portal.
If something does not work
Where do I log in to the partner portal?
Go to partners.rabbitinvest.com and log in with your registered mobile number and OTP.
I cannot find a section mentioned in a guide. What should I do?
Use the sidebar on the left. If the section is still missing, raise a ticket from Support in the sidebar and our team will help.
