Ticker Wealth Advisor vs IRIS by Kfintech

Ticker Wealth is a comprehensive & automated end-to-end business solution for IFA’s & corporate level MF distributors. It is completely outfitted with cutting edge reporting tools & advanced level of analysis to empower a distributor to grow their business and reach.We have created the Ticker Wealth Mobile App exclusively for the clients of IFA’s & MF distributors. This app lets the customers access their portfolio and see their investments anytime, anywhere.Key Features • MF Dashboard :- Birds eye view of your investment/portfolio • Recent Transactions :- Details of all your transactions • Summary : - Details of investments • No separate KYC required To access this application, you are requested to contact you IFA / MF distributor for login credentials. TickerWealth is completely secure and does not collect any information on your device or SIM card.

IRIS: Distributor Super App for Mutual Funds & NPS IRIS is a powerful Distributor Super App designed to revolutionize the way mutual fund and NPS distributors manage their business. With its robust set of features, IRIS offers a comprehensive solution to efficiently manage business hierarchies, including employees, sub-brokers, service managers, and investors—all under a single ARN. Key Features: Manage Business Hierarchy: Effortlessly handle your team of employees, sub-brokers, and service managers, ensuring seamless coordination and control. Investor Portfolio Management: View and manage investor portfolios based on the hierarchy structure, providing personalized services and ensuring the best possible financial outcomes. Transaction Initiation: Initiate both financial and non-financial transactions, streamlining operations and enhancing efficiency. Investor Servicing: Offer superior service to your investors by accessing their portfolios, facilitating transactions, and keeping track of their investments in real-time. With IRIS, distributors can focus on what truly matters—serving their clients, growing their business, and maximizing returns. Download IRIS today and take your business to the next level with seamless mutual fund and NPS distribution management!