| Developer: | MoneyPlanned (2) | ||
| Price: | Free | ||
| Rankings: | 0 | ||
| Reviews: | 0 Write a Review | ||
| Lists: | 0 + 0 | ||
| Points: | 2 + 0 ¡ | ||
| Google Play | |||
Description
The MoneyPlanned Channel Partner app is the go-to platform for mutual fund distributors and financial advisors who want to seamlessly onboard and manage their clients while providing top-notch financial planning services. Whether it's tracking investments, managing portfolios, or planning financial goals—everything you need is just a tap away.
Simplify your business with an AI-powered platform designed to make financial advisory effortless. Access a powerful dashboard to manage clients, track their portfolios, and provide personalized, goal-based investment plans that help them prosper.
Features & services:
📍 Effortless Client Onboarding:
Easily onboard your clients with a 100% paperless, secure process. Collect all the necessary KYC details and initiate investments quickly, so your clients can start their financial journey in no time.
📍 Manage Client Portfolios:
View, manage, and track your clients’ mutual fund portfolios all in one app. Get real-time insights into their investments and recommend portfolio adjustments to meet their financial goals. ✦ Track individual fund performance ✦ Access portfolio breakdowns by category ✦ View client-specific recommendations
📍 Goal-Based Mutual Fund Investments:
Customize and automate your clients’ investments to align with their financial goals. Offer the best-performing funds from top AMCs to match short-term and long-term needs.
✅ Roboadvisory for tailored investment recommendations
✅ Zero fees with no hidden charges
✅ SIP and lump sum investment options
✅ Periodic portfolio reviews and smart suggestions
✅ Modify, pause, or resume SIPs anytime
📍 AI-Driven Financial Planning:
Create personalized financial plans for each client using AI-powered tools that account for their unique goals. Whether it’s retirement, buying a home, or wealth creation—help clients stay on track with intuitive, automated goal planning.
✅ Instant insights into goal progress
✅ Smart recommendations to enhance investments
✅ Track goal success with detailed financial reports
📍 Real-Time Alerts & Notifications:
Stay up-to-date with real-time alerts and notifications about your clients' investments and market movements. Offer proactive advice to maximize returns and protect portfolios.
📍 24/7 Secure Access:
Your data is protected with the highest industry standards. With 256-bit encryption and strict compliance with regulations, both you and your clients can enjoy peace of mind when using the app.
📍 Grow Your Business:
Increase your assets under management (AUM) with our scalable solutions, designed to help you manage more clients efficiently while delivering exceptional results.
👉 Download the MoneyPlanned Channel Partner App now to transform your financial advisory business with ease!
Screenshots
What's new
- Version: 1.1.03
- Updated:
Price History
- Today: Free
- Minimum: Free
- Maximum: Free
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Developer
- MoneyPlanned
- Platforms: Android Apps (2)
- Lists: 0 + 0
- Points: 2 + 0 ¡
- Rankings: 0
- Reviews: 0
- Discounts: 0
- Videos: 1
- RSS: Subscribe
Points
-
- 5,403 Facundo Holzmeister
- +1
-
- 756 Zachary Anderson
- +1
Rankings
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Additional Information
- Version: 1.1.03
- Category:
Android Apps›Finance - OS:
Android 7.0 - Size:
24 Mb - Content Rating:
Everyone - Google Play Rating:
0 - Updated:
- Release Date:
«MoneyPlanned Partner App» is a Finance app for Android, developed by «MoneyPlanned». It was first released on and last updated on . This app is currently free. This app has not yet received any ratings or reviews on AppAgg. AppAgg has tracked 2 confirmed points plus 0 indirect points for this app. AppAgg continuously tracks the price history, ratings, and user feedback for «MoneyPlanned Partner App». Subscribe to this app or follow its RSS feed to get notified about future discounts or updates.
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