IRIS by Kfintech vs Wealth Excess

IRIS: Distributor Super App for Mutual Funds & NPS IRIS is a powerful Distributor Super App designed to revolutionize the way mutual fund and NPS distributors manage their business. With its robust set of features, IRIS offers a comprehensive solution to efficiently manage business hierarchies, including employees, sub-brokers, service managers, and investors—all under a single ARN. Key Features: Manage Business Hierarchy: Effortlessly handle your team of employees, sub-brokers, and service managers, ensuring seamless coordination and control. Investor Portfolio Management: View and manage investor portfolios based on the hierarchy structure, providing personalized services and ensuring the best possible financial outcomes. Transaction Initiation: Initiate both financial and non-financial transactions, streamlining operations and enhancing efficiency. Investor Servicing: Offer superior service to your investors by accessing their portfolios, facilitating transactions, and keeping track of their investments in real-time. With IRIS, distributors can focus on what truly matters—serving their clients, growing their business, and maximizing returns. Download IRIS today and take your business to the next level with seamless mutual fund and NPS distribution management!

Wealth Excess comes with advance and updated features that provide the best experience of managing your invested money in the mutual funds along with the other investments and allows you to draw the results of the funds anytime through systematic reports.   Wealth Excess keeps you aware of funds invested in the market and gives freedom to conduct self-research along with investment monitoring anytime from anywhere just through a click. Invest in Mutual funds within few seconds through a virtual platform and enjoy the new experience of online investment along with safety & security.