SHIP PartnerOS vs Wealthsaathi360

The Complete Business Operating System for Financial Partners Introducing SHIP PartnerOS - your smart, powerful, and intuitive platform designed to transform the way financial partners manage clients, track business, and accelerate growth. Built with advanced technology and deep industry understanding, SHIP PartnerOS empowers you to navigate the world of investments effortlessly and deliver an elevated experience to your clients. Whether you manage a growing client base or an established book of business, SHIP PartnerOS is engineered to be your daily companion, business enabler, and insights engine – all in one place. Your Unified Financial Operating System SHIP PartnerOS brings together your entire financial ecosystem into a single, seamless app. With just a tap, you can manage and monitor investments across: Mutual Funds Fixed Deposits Insurance Bonds & Debentures AIFs, PMS, and Structured Products Held-away assets 20+ financial product categories Enjoy a consolidated and real-time view of your client portfolios, enabling faster decisions and better advisory outcomes. Real-Time Insights & Advanced Analytics Stay ahead with meaningful insights that help you understand client portfolios deeply and act smarter: Portfolio performance tracking Product-wise and asset-wise analysis Family consolidation view Cash flow, risk, and allocation insights Goal progress tracking Business dashboards for partners Make informed decisions with accurate, actionable analytics. Effortless Client Onboarding & Management Simplify your operations with smooth, fast, and compliant client onboarding: Digital onboarding & eKYC Paperless transactions Easy addition of family members Client grouping and segmentation Manage everything from prospect to portfolio with professional ease. End-to-End Business Tracking Track the pulse of your business at any moment: AUM growth trends SIP book monitoring Client activity reports Revenue and payout insights New business pipelines SHIP PartnerOS helps you grow your revenue while keeping your business deeply organized. Multi-Portfolio & Multi-Asset Reporting Provide clients with clear, insightful reports they will appreciate: Customizable reports Multi-family and multi-portfolio statements Download and share instantly Performance, allocation & risk summaries Professional reporting is now only a tap away. Reliable, Secure & Future- Ready The app is powered by enterprise-grade security, ensuring your data and your clients’ information stay safe: Encrypted data protection Secure login and authentication Regular updates and enhancements Your business runs on trust — SHIP PartnerOS protects it. Designed to Help You Grow SHIP PartnerOS is more than just an app. It is your growth engine, offering you: Smarter insights Faster execution Better client experiences Higher productivity Stronger engagement Built for partners who want to scale their business with confidence. Say Goodbye to Complexity — Say Hello to SHIP PartnerOS From onboarding to insights, from multi-asset tracking to business growth — everything you need as a financial partner is now available in one intelligent, easy-to-use app. SHIP PartnerOS: Your Partner. Your Platform. Your Growth Engine.

Wealth Saathi 360 is a platform designed to help users organise, track, and manage their financial information in one place. It provides tools for viewing investments, planning financial goals, and monitoring portfolio performance. Key Features 1. Unified Wealth Overview View your financial information across supported categories such as mutual funds, insurance, loans, and savings accounts. Track changes in your portfolio and overall net-worth position. 2. Portfolio Tracking Monitor mutual funds, stocks, fixed deposits, and other supported assets. Access insights on allocation, risk distribution, and portfolio composition to support informed decision-making. 3. Goal-Based Financial Planning Create financial goals—such as retirement, education, or major purchases—and track progress using available planning tools aligned with your selected risk profile. 4. Investment Research & Tools Access analytical tools, product information, and risk-assessment features that assist in reviewing investment options within supported categories. 5. Secure Document Storage Store important financial documents such as insurance records, investment proofs, and tax files in an encrypted digital vault accessible within the app. 6. Market Updates & Notifications Receive market updates, news, and alerts that help you stay aware of changes relevant to your investments. 7. Tax Reports & Compliance Support Generate reports such as capital gains summaries and investment statements to assist with recordkeeping and tax filing. 8. Multi-Device Access & Security Use the app across supported devices with secure login options, encryption, and authentication features designed to protect your data. Purpose of the App Wealth Saathi 360 is designed to offer users an organised way to view financial information, plan goals, track investments, and access reports through a single digital interface. Additional Information The availability of certain features depends on regulatory requirements, user eligibility, and the products linked to your account. Investment values may fluctuate, and users should review relevant documents before making investment decisions.