Best apps like smarT Partner - Canara Robeco

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.

FundsIndia Partner Desk

by Wealth India Financial Services India Private Limited

Free

This application connects financial partners with clients globally, offering tools for business growth and client engagement. It fosters a community for sharing expertise and enhancing professional success.

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.

Bandhan Mutual Fund

by BANDHAN AMC LIMITED

Free

Invest in mutual funds easily on the go with this app. It offers paperless investing, access to various fund types, and tools for tracking your portfolio and planning investments.