Axis MF Connect vs smarT Partner

Axis MF IFA Connect not only facilitates seamless digital transactions on the go but also serves as an information and analysis platform. • Get investors closer to you We bring to you an Investor level dashboard for each of your clients which will help increase your face time with them and thus develop a more fulfilling relationship. • The GO-TO business dashboard Access a detailed dashboard which shows portfolio across asset classes, investment statistics, SIP summary etc. • Uniform seamless empanelment The empanelment process can be done online in just 3 steps. • Transact on the go Go paperless with just a two clicks approval process from your clients. • Provides real time updates • Transaction updates appear seamlessly in one place. Mutual Fund investments are subject to market risks, read all scheme related documents carefully

Canara Robeco smarT Partner is a dedicated mutual fund distributor app designed to empower MFDs with seamless investor management, real-time AUM tracking, transaction processing, and performance insights. Whether you're an Individual, Non-Individual, Regional Distributor, or Admin, this app ensures a smooth experience with advanced reporting and easy investment processing. Manage investor portfolios, transactions & AUM seamlessly. Access investor details, KYC/FATCA status & initiate transactions. Re-initiate expired transactions & modify investment details. Track AUM, earnings, scheme-wise performance & brokerage details. Generate customized reports & transaction summaries. Key Features: Easy Login & Secure Access – OTP, User-ID & password recovery options. Comprehensive Dashboard – AUM, investor count, scheme distribution & transaction summary. Investor Management – Search, Tag favorites & track KYC, FATCA & PAN details. Transaction Handling – New purchases, SIPs, redemptions, switches, STP, SWP & eNACH integration. Bulk Transactions – Initiate group transactions for multiple investors in a single go. Earnings & Reports – View brokerage, and commission details & generate investor reports. Support & FAQs – Raise queries, access FAQs & receive regulatory updates. The Ultimate App for YOU – Grow, Manage & Track with Canara Robeco smarT Partner! Mutual Fund investments are subject to market risks, read all scheme-related documents carefully.