edge360 vs Elevay Wealth

edge360 is a simple to use and intuitive app that allows ARNs and EUINs to register and login for free. edge360 helps you with reconciliation of your brokerage earnings, onboard new investors using Online KYC, manage existing investors and their Investments and portfolio, generate Statement of Account, check transaction status, generate WBRs, initiate Non-Financial Transactions and everything else on behalf of your investors in just a few clicks! Join other mutual fund distributors in using edge360 and bring-in new investors, manage your existing investors and enable them to invest across CAMS serviced Mutual Funds. Here’s why you should use edge360: 1. Hassle free login – Once your ARN code is verified, log-in using the PIN /Pattern. If you have registered on edge360 website, there is no need to register again. Just type your ARN code, enter OTP and get started. First time users can complete their registration through the App and start using it. App can be used by both ARN holder and their EUINs. 2. Multiple Transaction Options– edge360 supports all financial types of transactions across all CAMS serviced MFs - Fresh and Additional Purchase, Redemption, Switch and Systematic transactions. edge360 also allows you to initiate pause, cancel, renewal and top-up requests for systematic transactions. edge360 is the only platform that allows you to initiate these transactions in both online and offline format- which means you can cater to all kinds of investors. 3. Track Your Transactions – edge360 allows you to track the status of your transaction, not only the ones initiated through edge360, but also those initiated across other platforms. This lets you get a complete view of all transactions submitted by you on behalf of your investors. 4. Manage your Earnings – edge360 allows you to check and reconcile your brokerage earnings. It lets you drill down across funds, brokerage type and other parameters. It also shows you the amount of brokerage with-held and the reasons for the same, so that you can remediate those transactions and claim your brokerage. It gives you a view of your top investors who are earning the highest brokerage for you so that you can service them better and top schemes. 5. Generate statements and Reports- edge360 app gives you options to download various kinds of SOAs on behalf of your investors which you can share on WhatsApp seamlessly. You can select the period for which you want to generate the SOA. It also allows you to generate various WBRs through the app. 6. Upcoming features- edge360 app will soon launch a variety of additional features on the app- insights and campaigns, change of investor contact details, insta-redemptions, transaction cancellation, bulk transactions and a host of other features. Keep watching this space and keep using edge360 app to take advantage of all these exciting features! In case of any issues with the app or queries, please write to edge360@camsonline.com or call 044-6125-0000.

Take control of your wealth monitoring. Track, visualize, and organize your assets seamlessly with the Elevay Wealth app. Elevay Wealth simplifies mutual fund portfolio oversight, putting automated tracking tools right into your hands. Powered by Elevay Fin-Tech Services Private Limited—an AMFI-registered corporate mutual fund distributor—our platform provides an intuitive, clutter-free digital dashboard for savvy investors. Whether you want to monitor your automated Systematic Investment Plans (SIPs) or aggregate legacy investments across multiple fund houses, Elevay Wealth ensures your asset metrics are clear, transparent, and actionable. Key Features Built for Investors: 1. Consolidated SIPs & Folios Dashboard Monitor your active Systematic Investment Plans (SIPs) and view fragmented mutual fund folios across AMCs in a single centralized space. 2. Goal-Based Tracking Tools Map your long-term and short-term life milestones—such as retirement planning or educational funds—and track your mutual fund allocations against them. 3. Risk Profiling Evaluation Complete an interactive risk tolerance assessment to understand your personal investment style and match your milestones to appropriate asset classes. 4. Comprehensive Portfolio Performance Insights Access detailed, automated performance charts on demand. Review annualized returns, absolute gains, and your split across equity, hybrid, or fixed income. 5. Integrated Dividend Tracking Track your incoming cash flows effortlessly. Review history logs of distributions declared across your active portfolio holdings. Explore a secure dashboard ecosystem designed to give you clarity over your mutual fund investments. Download Elevay Wealth today to streamline your portfolio tracking and experience institutional-grade data transparency at your fingertips. Corporate Disclosures & Disclaimers: Elevay Wealth is a commercial brand and proprietary technology platform operated by Elevay Fin-Tech Services Private Limited. • AMFI Corporate Registration Number: ARN-361608. • Primary Category of Registration: Corporate Mutual Fund Distributor. Mutual Fund investments are subject to market risks, read all scheme related documents carefully. Past performance of any mutual fund scheme does not guarantee or indicate future returns.