IRIS by Kfintech vs LegacyHaven

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.

Investment Portfolio App for customers of LegacyHaven LegacyHaven is a state-of-the-art investment & insurance portfolio management App for customers with LegacyHaven App, you can get several views of your portfolio which will not only keep you abreast about its latest status, but also help you making important decisions for investment re-balancing, profit booking or stopping loss. Here are some of the many features of the LegacyHaven App: A. Get a summary view of the current status of your investments across asset classes B. Get a summary view of the insurance cover of all members in your family C. Drill down to full detail D. View Upcoming portfolio events E. Get alerts about your important events such as life insurance premium due, general insurance renewals, SIP due, FMP maturity, etc. F. Buy / Redeem / Switch Mutual Funds online from any AMC G. Get best in the class MF advisory H. Raise a service ticket to your advisor I. Host of useful financial calculators to help you plan your short term and long-term financial goals. J. Digital Vault access your important documents anytime from your Smartphone K. Provides coverage of all major General Insurance sections such as Health, Motor, Fire etc. L. Track small saving investments like PPF, NSC, KVP, FD, RD etc. M. Maintain your investments in Stocks, Bonds, Bullion, Commodities etc.