Creso Partner vs MFVance

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

Arhamshare Mf is a comprehensive investment management and analytics app from Arham Share Consultants Pvt. Ltd., designed to help investors track and review their mutual funds and overall portfolio performance with clarity and confidence. With this app you can: • View your entire investment portfolio in one place — including mutual funds and related financial positions. • Track performance data and historical trends to analyze how your investments are performing. • Access detailed statements and reports for better decision-making. • Monitor your systematic investment plans (SIPs) and other investment activity seamlessly. Built by experienced market professionals, the app focuses on delivering data-driven insights and clear portfolio visualization so you stay informed about your financial goals. Please note: To access your account, you will need valid login credentials from your Arham Share account. This app does not collect personal information beyond what you provide for authentication and use of the service.