IRIS by Kfintech vs Pragati

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!

Tata Pragati is the official distributor app from Tata Mutual Fund, designed exclusively for our partners to simplify, streamline, and supercharge their business. With an intuitive interface, advanced features, and real-time insights, the app empowers distributors and mutual fund advisors to manage their clients, monitor performance, and track business growth anytime, anywhere. Whether you are an Independent Financial Advisor (IFA), distributor, or channel partner, Tata Pragati gives you the digital edge to serve your clients efficiently and scale your business with ease. Key Features of Tata Pragati App: 1) Business Dashboard – Get a clear view of your sales, AUM (Assets Under Management), SIP book, and client performance in one place. 2) Transaction Tracking – Track ongoing transactions, pending requests, and client investments seamlessly. 3) Client Portfolio Access – View client details, investment history, and portfolio performance in real-time. 4) Growth Insights – Access performance analytics and business growth trends to make informed decisions. 5) Latest Updates – Stay updated with Tata Mutual Fund product launches, news, and important notifications. 6) Support & Assistance – Easy access to Tata Mutual Fund distributor support, ensuring smooth query resolution. Why Choose Tata Pragati? - Convenience – Manage your mutual fund distribution business from anywhere. - Efficiency – Save time with simplified processes and instant portfolio insights. - Growth-Focused – Get business intelligence tools to track and expand your SIP book and client base. - Trusted Brand – Backed by Tata Mutual Fund. Tata Pragati is not just an app, but your business growth partner. Whether you are helping clients plan investments, monitoring their SIPs, or looking to expand your distribution network, the app equips you with the tools you need to succeed in today’s digital-first world. Who Can Use Tata Pragati App? 1) Mutual Fund Distributors 2) IFAs (Independent Financial Advisors) 3) Channel Partners and Financial Product Distributors Download Tata Pragati App today and experience a smarter, faster, and more efficient way of managing your mutual fund distribution business. Grow with Tata Mutual Fund, grow with Tata Pragati. *Mutual Fund Investments are subject to market risks, please read all scheme related documents carefully.