The Partner Dashboard will help you manage all your clients, initiate transactions, and track your business. This is equivalent to back-office software for the platform.
You can access the Partner Dashboard here - https://partner.assetplus.in/
After you have partnered with AssetPlus, you will get login credentials for the Partner Dashboard.
It can be accessed via desktop/mobile.
Dashboard Features :
Add New Client: Under this feature it allows you to add new clients to your database. You can input their details and onboard them to your platform.
New Transaction : This option is used to initiate new transactions for your clients, such as purchasing or redeeming mutual funds or other investment products.
Recent Orders : This section provides a quick overview of the most recent orders placed by your clients, helping you keep track of their transactions.
All Mutual Funds Schemes - You can view and explore all available mutual fund schemes. It provides detailed information about each scheme, allowing for informed investment decisions.
View NFOs : This option will lets you view and explore new mutual fund schemes that are being offered for the first time.
Marketing Posters : This provides marketing materials, such as posters, to help you promote investment products and services to your clients.
Explore FD's : This helps you to explore and compare different fixed deposit options available for investment.
Explore NPS : This navigates you to explore and understand various investment options and benefits under the NPS.
Reports Overview
Client Reports : Under this section, it Provides detailed insights into individual client portfolios, transaction history, performance summaries, and other relevant data. Useful for tracking client investments and offering personalized advice.
Business Reports : It offers a comprehensive view of your business performance, including revenue, sales trends, growth metrics, and other key indicators. Helps in strategic planning and decision-making.
Research Reports : It delivers in-depth analysis and insights on various market trends, economic factors, and investment opportunities. Essential for making informed investment decisions and staying updated on market conditions.
Regulation Reports : This reports section Covers compliance-related information and updates on regulatory changes affecting the industry. Ensures that your practices adhere to the latest legal requirements and standards.
View AUM Stats : This allows you to view and analyze Assets Under Management (AUM) statistics, giving a clear picture of the total value of assets managed. Important for understanding the scale and growth of your investment portfolio.