01
Mobility
Business in Your Pocket
Access your complete distribution business from anywhere. Check AUM, process transactions, and manage clients whether you're at office or on the move.
iOS & AndroidQuick ActionsReal-time AlertsClient AccessLive AUM
Run Your Business from AnywhereStay connected to your mutual fund distribution business on the go. Process transactions, track AUM, and manage investor relationships right from your phone.
Mobile Features
Your distribution business, always with you.
A powerful mobile app designed for busy distributors who need to manage their business on the move without compromising on functionality.
02
Transactions
Quick Transaction Processing
Execute SIP, lump sum, and redemption transactions with just a few taps. Optimized mobile workflows for speed and accuracy.
03
Notifications
Real-time Alerts
Push notifications for transaction confirmations, SIP due dates, KYC status, and NAV updates. Stay informed without checking the app.
04
Clients
Client Access On-the-Go
View investor portfolios, check transaction history, and share statements instantly during client meetings. Professional service, anywhere.
05
Dashboard
Live Business Dashboard
Real-time AUM, daily transactions, and commission summaries at a glance. Track your business performance with intuitive mobile charts.
06
Platform
iOS & Android Native
Your complete distribution dashboard in your pocket. Monitor performance, respond to investors, and close opportunities faster.