Creso’s Partner App brings everything you need to manage clients, research funds, and grow your mutual fund business - all in one place
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
| 序号 | 名称 | 价格 | 货币 | 地区 |
|---|---|---|---|---|
| 1 | 项目 | ¥ 0 | CNY | 中国 |
