Sales Assist 3.0 vs IRIS by Kfintech

* Anytime, Anywhere, Paperless login * Ease in customer on-boarding – Complete the entire customer on-boarding in just few minutes from anywhere, without the need to travel back to office for login completion * Compatible to any IOS device - Now use your personal devices like iPhone * Offline Capability – After BI generation the entire process can be completed even without internet connectivity * Alerts and Notifications – Receive alerts and notifications and a quick preview on important actionables like CFRs raised, cheque bounces, completed logins, upcoming renewal, customer and advisor birthdays etc * Product Basket – Get access to product brochures, presentations, leaflets, videos.etc and move ahead to BI and application form filling directly * Need Analysis Tools – Make selling a science to recommend a suitable product to the customer with various calculators and Life planner the scientific sales pitch * Improved issuance TAT – Digital is consistently performing better with the issuance TATs, make the best use of it for faster issuance * Application Tracker – Get complete status on the applications logged in till the policy document delivery to the customer * CFR notification and upload – Check for CFR requirements and upload CFR related documents straight from your device * Dashboard – Get your business related reports and details as summary and details. Search, sort, filter the data based on various parameters * Manager Login – Login upto ZM level, select a FLS/Sales Manager/Advisor from the hierarchy and login a case as the selected sales person * News and Updates – Get updated on industry and company specific news and updates

IRIS is India's most comprehensive distribution solution designed specifically for Independent Financial Advisors (IFAs), Distributors, Wealth Managers and Financial Institutions. Built by KFintech - India's leading investor solutions provider - IRIS empowers financial distributors to manage, transact, and grow their businesses effortlessly across multiple asset classes, including: * Mutual Funds * Fixed Deposits (FDs) * National Pension System (NPS) * Portfolio Management Services (PMS) * Alternative Investment Funds (AIF) * Specialized Investment Funds (SIF) * Loan Against Mutual Funds (LAMF) Key Benefits of IRIS * New Ways to Earn Unlock additional revenue without leaving the platform. Initiate Tax Filing for investors and earn on a new revenue stream. Unlock liquidity for investors against their mutual fund holdings through LAMF, with no redemption needed. See your FD commission structure and a built-in earnings calculator upfront, before you empanel. * One-Stop Multi-Asset Management Invest, manage, and track Mutual Funds, NPS, PMS, AIF, SIF, Fixed Deposits and LAMF seamlessly, from one unified interface - with SIF now brought fully in line with the MF experience. * Complete Revenue & Portfolio Visibility Detailed MF analytics scheme-by-scheme in My Earnings, downloadable invoices, exportable SIP Dashboard sheets with investor contact details, and Capital Gain and Portfolio Valuation statements you can generate for investors on demand. * Instant Empanelment Start offering Fixed Deposits, LAMF and Tax filing immediately by completing empanelment with top providers in less than 2 minutes. * Real-Time Transaction Tracking Enhance investor trust with transparent, real-time transaction status updates, one-click reminders for pending transactions across MF, other assets and SIF, and clear guardrails (like Growth/IDCW defaults) that prevent costly mistakes. * Effortless Servicing, Fewer Failed Transactions Spot and fix compliance gaps (KYC, FATCA, Nominee, KOTM) before they block a transaction. See active mandate capacity before pitching a new SIP. Manage nominees and bank details in-platform with pre-populated forms - no offline forms needed. * Swift & Easy KYC and Mandates Digitally onboard investors anywhere, anytime with simplified KYC and mandate management, and an enhanced KOTM dropdown that shows bank, logo and mandate limit upfront. * Investor Dashboard Revamp A one-stop servicing center for every client - folio-level and scheme-level views, all SIPs, STPs and SWPs in one place, upcoming SIPs and redemptions at a glance, and quick actions like Download SOA, all without switching screens or running a report. * Phygital Capabilities Blend physical forms and digital execution effortlessly, without disruption. * Grow Your Own Brand Send festival templates carrying your own logo and name with Co-branding - strengthening your brand with every investor touchpoint. * Get Rewarded for Growth Earn quarterly adoption rewards through the IRIS Premier League recognizing new investor onboarding, SIP registrations, transaction volume and FD registrations. * Advanced Analytics Deep-dive into portfolio performance, SIP inflows, maturities, and more - with schemes sortable by 3-year returns - enabling smarter business growth and decisions. * Explore & Learn On the Go Discover every live NFO, including SIF, in one view. Access a full YouTube feature library with walkthrough videos for every IRIS feature, self-serve. * User Hierarchy Management Map your team hierarchy under you for a complete 360-degree view of your business. Why IRIS? Our mission is clear - transform the financial distribution landscape by simplifying operations, eliminating technological hurdles, and extending reach. We enable every distributor - from individual IFAs to large institutions - to deliver superior service, deepen investor relationships, and grow their business sustainably. Download IRIS now and empower your distribution journey.