Best apps like LICMF PARTNER APP

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Pragati: By Tata Mutual Fund screenshot 1

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i-Invest iPru Partner by ICICI Prudential Asset Management Company Limited

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MO Partner Digi Connect by Motilal Oswal Asset Management Ltd

Worth Considering

by KFIN TECHNOLOGIES LIMITED

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More apps like LICMF PARTNER APP

IRIS by Kfintech

Manage business hierarchyInvestor portfolio managementInitiate financial transactions

This app helps mutual fund and NPS distributors manage their business hierarchies, investor portfolios, and transactions. It streamlines operations, enabling distributors to focus on client service and business growth.

Service investors on the go.

KboltGo

Digital and Phygital transaction modesClient search by PAN, Mobile, Folio, EmaileKYC onboarding with esign

This app facilitates mutual fund sales for AMC partners, enabling digital and paper-based transactions for investors. It offers client search, eKYC onboarding, and various transaction types like purchases, redemptions, and SIPs.

by National Stock Exchange of India Ltd

NSE MF Invest Biz

edge360- CAMS MFD/RIA App

by Computer Age Management Services Private Limited.

Investor onboarding and managementFinancial transaction processingBrokerage earnings reconciliation

Manage investor portfolios, process financial transactions, and reconcile brokerage earnings. This app simplifies onboarding new investors, generating statements, and tracking transaction statuses for mutual fund distributors.

For Mutual Fund Distributors

Kotak Business Hub

Monthly business performance snapshotInsightful opportunity reports for cross-sellingExpert-led ProStart videos for skill enhancement

This app helps mutual fund distributors manage their business operations efficiently. It provides access to business analytics, client data, and marketing resources to boost productivity and client servicing.