# Creso Partner — Power your MFD business

> Power your MFD business (iPhone/iPad app by Creso Technologies Private Limited.)

- Source: https://appshunter.io/ios/app/creso-partner/id6754884038 (this page in markdown: same URL + `.md`)
- Developer: [Creso Technologies Private Limited](https://appshunter.io/developer/1813869740)
- Category: Finance
- Price: Free
- Age rating: 17+
- Requires: iOS 16.4 · 89 MB
- Languages: English
- Released: 2025-11-13
- Data updated: 2026-08-23
- User reviews in markdown: https://appshunter.io/ios/app/creso-partner/id6754884038/reviews.md

## What is Creso Partner?

Creso’s Partner App brings everything you need to manage clients, research funds, and grow your mutual fund business - all in one place.

Grow Your Business
• Get a real-time view of your AUM, SIP book, and overall business summary.
• Monitor recent orders and upcoming orders with ease.
• Add your branding for visibility across client app, reports and all other touch points.
• Track all your action-items and share marketing posters with just a few clicks.

Manage Every Client, Effortlessly
• Onboard clients digitally and activate their accounts within minutes.
• View each client’s portfolio, holdings, and active SIPs in one view.
• Download and share holdings, capital gains and other reports instantly with clients.
• Use remarks to add client-specific notes and updates.

Execute Transactions Seamlessly
• Create SIP, lump sum, or redemption transactions for any client.
• Add multiple order types in a single cart with one-click checkout experience.
• Set up and manage mandates directly from the app.

Research Made Simple
• Explore mutual funds with live NAVs, detailed analytics, factsheets, and category insights.
• Check fund performance trends, asset allocation, and top holdings.

Built for the modern advisor - fast, intuitive, and always connected.
Your business. Your brand. Your growth.

Coming Soon
• STP, SWP, and Switch transactions
• Goals and Proposals
• Client activity notifications


## Version history (last 5 releases)

### 1.20.0 — 2026-08-16

- Family View - create, view and manage family profiles for your clients. 
- Risk Profiling - assess client risk profile by answering a short questionnaire.
- Capital gains report now supports internal, external or all source selection.
- Reassign clients to a different employee directly from the app.
- Minor bug fixes and UI enhancements for a faster, more reliable experience.

### 1.19.0 — 2026-08-04

- Step Up SIP introduced on fresh and existing registrations.
- Added 1 Day returns to clients' holding summary.
- Minor bug fixes and UI enhancements.

### 1.18.0 — 2026-07-27

Minor bug fixes and improvements

### 1.17.0 — 2026-07-24

Goals & Proposals, Revamped CRM, and GIFT visibility:
- Goals & Proposals added to help you plan and pitch investment goals for clients.
- Revamped CRM now shows detailed asset allocation - Equity, Debt, Commodity, and Global, with an extended breakdown within each category.
- Added visibility into clients' GIFT holdings and transactions.
- Added search and filter functionality or clients' holdings.
- Minor bug fixes and UI enhancements for a faster and more reliable experience.

### 1.16.0 — 2026-07-04

AI note-taking and instant KYC are here:
- AI Notetaker: record or type notes, and we'll organize them and create tasks automatically.
- New KYC flow for non-KYC users with instant approvals in under 5 minutes.
- Create and manage physical mandates, with an updated end-to-end mandates experience.
- Modify client account details or add new bank/ nominee details now directly from the app.
- Minor bug fixes and UI enhancements for a faster, more reliable experience.

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## More apps by Creso Technologies Private Limited

- [Creso: SIPs and Mutual Funds](https://appshunter.io/ios/app/creso-sips-and-mutual-funds/id6745787516)

All apps by Creso Technologies Private Limited: https://appshunter.io/developer/1813869740

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*Data collected daily from the US App Store and indexed by [AppsHunter](https://appshunter.io/). User reviews are verbatim App Store reviews. Ratings, prices and chart positions refresh continuously; this snapshot is from 2026-08-23.*