Best apps like InvWise by Sundaram Mutual

Axis MF Connect

by Axis Asset Management Company Limited

Free

This app provides financial advisors with tools to manage client relationships, track investments, and facilitate transactions. It offers a dashboard for client portfolios, investment statistics, and a streamlined online empanelment process. Clients can approve transactions with a simple two-click process.

OFA Partner

by FFREEDOM INTERMEDIARY INFRASTRUCTURE PRIVATE LIMITED

Free

This app helps financial advisors manage their business and client relationships. It provides tools to track business performance, view client portfolios, initiate mutual fund transactions, and access financial calculators.

Mahindra Manulife Mutual Fund

SIP, Funds & Portfolio Tracker

Free

Manage your mutual fund investments on the go with this app. It offers access to various schemes, detailed information to aid your decisions, and tools to track your portfolio's performance with regular updates.

Wylth Pro

by wylth

Free

This platform empowers independent financial advisors to manage client relationships and business operations remotely. It facilitates convenient client servicing, business management on the go, and performance tracking for relationship managers. Advisors can also generate investor reports and monitor mutual fund order statuses.