Wylth Pro vs smarT Partner

Truly independent multi-asset white-label platform for Independent Financial Advisors (IFA) including Mutual Fund Distributors (MFD) and Registered Investment Advisors (RIA). This application is only MFDs and RIAs who have taken Wylth platform subscription. - Service your clients conveniently any place anytime. - Manage your financial advisory business on the go. - Track performance of your relationship managers and their sales target. - Generate investor reports quickly at the tap of a button. - View the status of placed mutual fund orders.

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.