MO Partner Digi Connect vs Creso Partner

Partner Connect is your all-in-one solution for the efficient distribution of products by Motilal Oswal AMC. Streamline your business with features like: • Smart Dashboard: Get real-time insights and quick actions. • Paperless Transactions: Easily initiate new financial transactions via the app • Order Book: View your transactions across clients • Business Insights: Make data-driven decisions. • And many more features to come ….. User-Friendly Experience • Simple navigation for all distributors • Secure platform with state-of-the-art security measures • Dedicated customer support when you need assistance Partner Digi Connect is free for all distributors empanelled with Motilal Oswal AMC. Download the Motilal Oswal Partner Digi Connect app now and unlock diverse opportunities to elevate your mutual fund distribution business. For any support: Visit: https://www.motilaloswalmf.com/ or call us on +91-22 40548002/ +91-81086 22222. You can also reach out to your Financial advisor. Call us between Monday to Friday 9 AM to 6 PM Email ID: amc@motilaloswal.com Mutual fund investments are subject to market risks. Please read all scheme-related documents carefully before investing. You can reach us at amc@motilaloswal.com where your feedback will be channeled to the right product team managing the app, or you can write directly to your point of contact at MO AMC.

Creso’s Partner App brings everything you need to manage clients, research funds, and grow your mutual fund business - all in one place. Grow Your Business • Get a real-time view of your AUM, SIP book, and overall business summary. • Monitor recent orders and upcoming orders with ease. • Add your branding for visibility across client app, reports and all other touch points. • Track all your action-items and share marketing posters with just a few clicks. Manage Every Client, Effortlessly • Onboard clients digitally and activate their accounts within minutes. • View each client’s portfolio, holdings, and active SIPs in one view. • Download and share holdings, capital gains and other reports instantly with clients. • Use remarks to add client-specific notes and updates. Execute Transactions Seamlessly • Create SIP, lump sum, or redemption transactions for any client. • Add multiple order types in a single cart with one-click checkout experience. • Set up and manage mandates directly from the app. Research Made Simple • Explore mutual funds with live NAVs, detailed analytics, factsheets, and category insights. • Check fund performance trends, asset allocation, and top holdings. Built for the modern advisor - fast, intuitive, and always connected. Your business. Your brand. Your growth. Coming Soon • STP, SWP, and Switch transactions • Goals and Proposals • Client activity notifications