Fintso Partner vs smarT Partner

Evolve & Grow with our Digital Wealth Platform-as-a-Service Our integrated digital wealth management platform enables modern financial advisors to evolve and adapt to an ever-changing financial landscape while retaining their own identity, brand and ARN. MAKE YOUR PRACTICE DIGITAL NATIVE - Cloud Native – Access 24x7 through web and mobile - Scalable – Expand fluidly based on your demand using Serverless AWS Cloud - Intelligent – Outsource operations to our bots and machine learning algorithms - Secure – Back up your business securely to the cloud Retain your identity and do more through the client app - Your brand identity - Transaction approvals - Push notifications for product information and advisory - Dashboards and portfolio reporting - Family level consolidation TRANSFER ASSETS TO YOUR OWN ARN AMFI has now allowed sub-brokers to transfer assets to their own ARNs. If you are a sub-broker, this may result in increased revenue for you. Our team is equipped to assist you with this migration. WIDEN THE PRODUCT OFFERING FOR YOUR CLIENTS Grow your business even through existing clients - Access world class research and marketing support - Offer multiple products through one platform - Address more client needs, increase share of wallet Increase opportunities and diversify - Start small, invest in tranches into themed baskets - Diversify risk for investors and you - Access companies and brands clients know and use POWER YOUR ADVISORY CAPABILITIES Actionable insights with our proprietary research and advisory - Strategic, tactical and event based advisory - Asset allocation and fund selection - Model portfolios based on client needs - Data analytics to monitor portfolios - Share views, fact sheets and collateral with your branding - Enhance your knowledge with curated study courses PROTECT YOUR CLIENTS’ DATA State-of-the-art data security and privacy protection - Hosted securely on Amazon’s AWS Cloud (with AWS logo) - OTP and biometric protected - Data is encrypted and anonymized + SSL secured - Every transaction validated by the client - Family accounts access control - Strong privacy policy, data never shared externally without consent START SEAMLESSLY Adapt without disruption Step 1 – Sign up using your own ARN and credentials Step 2 – Migrate clients and their transaction history with our team’s assistance Step 3 – Mirror your organisation’s structure and enable clients’ app logins Step 4 – Add new clients, transact, generate portfolio statements, and leave the reconciliations to our bots

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.