Creso Partner vs IVISHVA

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

IVISHVA DSA is a powerful lead management application designed for Direct Selling Agents (DSAs) to create, manage, and track loan and insurance leads efficiently. The app simplifies the process of capturing customer details, managing follow-ups, and monitoring lead status in real-time, helping DSAs improve productivity and conversions. Key Features: • Secure login for authorized DSAs • Create and manage loan & insurance leads • Real-time lead status tracking • Easy customer data entry and management • Organized dashboard for quick insights • Seamless and user-friendly experience This application is intended for registered DSAs and authorized users only. IVISHVA DSA helps streamline your workflow, reduce manual effort, and grow your business with better lead management. Download now and manage your leads smarter.