| 開發人員: | UTI Mutual Fund (2) | ||
| 價錢: | 免費 | ||
| 排名: | 0 | ||
| 評測: | 0 寫評論 | ||
| 清單: | 0 + 0 | ||
| 點數: | 0 + 1,610 (4.4) ¡ | ||
| Google Play | |||
描述
You can - Recommend a scheme to an investor, Register a SIP / Step-Up SIP mandate, Initiate any transaction on schemes invested in, View your commission structures and statement, Track recommendation status, View customer portfolio, get an overview of all systematic transactions, and stay updated with product and market information.
The Main Features of the New Buddy App are:
1. Onboarding and Investor Management:
Digital KYC: Enable MFDs to onboard new investors through a digital KYC process, reducing paperwork and making the onboarding process more efficient.
Portfolio Management: Provide tools for MFDs to manage their clients' investment portfolios, including real-time tracking of asset allocation, systematic transactions, and performance.
2. Transaction Management:
Multi-Transaction Capability: This allows MFDs to execute transactions in multiple schemes in one go, thereby saving time.
Two-Step Transaction Confirmation: A two-factor authentication and confirmation process ensures accurate and secure transactions
3. Transaction Visibility and Tracking:
•Transaction Status Timeline: Display a clear timeline of transaction initiation, processing, and completion to keep both MFDs and investors informed about the status of their transactions.
4. Innovative Solutions for MFDs:
Calculators: Provide financial calculators to help MFDs and investors estimate returns, risk profiles, and investment goals.
Pre-Curated Scheme Packs: Offer ready-made investment bundles designed for specific risk profiles and goals.
MFD choice and favorites to help with quick recommendations
5. Interactive Distributor Dashboard and Analytics:
Empowering business growth with real-time insights on growing and retaining business from their customers
5. Security and Compliance:
Secure Authentication: Strong multi-layered authentication methods like biometric verification, PINs, and OTPs for login and transactions.
Data Encryption: Ensure that all sensitive data, including personal and financial information, is encrypted to maintain the highest level of security.
6. User Experience:
Intuitive Interface: Design an intuitive and user-friendly interface that requires minimal hands-on training for MFDs to start using the app effectively.
Notifications: Provide real-time push notifications for transaction recommendation updates, market alerts, and other relevant information
7. Business Suite:
Complete detailed dashboard with Insights and investor views
Onboard new investors and create new folio for self or minor
Recommend Lumspsum in one or more schemes, Lumpsum and SIP in the same scheme
Recommend SIP, Step Up SIP, Pause/Resume SIP, Modify SIP, Cancel SIP, Renew SIP
Recommend STRIP, Flex STRIP, Pause/Resume STRIP, Modify STRIP, Cancel STRIP
Recommend SWP, Modify SWP, Cancel SWP
Recommend KYC, FATCA Update, Nominee update, Email/ Mobile number update
Generate mail-back service requests for account statements, PAN-based summaries, Dividend summaries, and Capital Gain statements
View and download commission structure, commission statements
Plan and recommend goal creation and investments
Check NAV, Market Index movements, Product documents, Market Insights, and other reports
Read articles and blogs from UTI and share
Leave feedback or raise a query, connect with customer care through tollfree or WhatsApp
螢幕擷取畫面
新功能
- 版本: 15.2
- 發佈日期:
- Start SIP in New Folio with OTM and UPI Autopay
Last 50 transactions
Minor bug fixes and improvements
價錢
- 今天: 免費
- 最小值: 免費
- 最大值: 免費
追蹤票價
開發人員
- UTI Mutual Fund
- 平台: Android 應用程式 (2)
- 清單: 0 + 0
- 點數: 1 + 17,976 ¡
- 排名: 0
- 評測: 0
- 折扣: 0
- 影片: 1
- RSS: 訂閱
點數
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其他資訊
- 版本: 15.2
- ID: com.utimutualfunds.utibuddy
- 類別 :
Android 應用程式›財經 - OS:
Android 8.1 - 大小:
27 Mb - 內容分級:
Everyone - Google Play 評分:
4.4(1,610) - 發佈日期:
- 發行日期:
聯絡人
- 個人網站:
https://buddy.utimf.com
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