Partner Dashboard
The Partner Dashboard will help you manage all your clients, initiate transactions, and track your business. This is equivalent to back-office software f...
Mon, 23 Dec, 2024 at 3:29 PM
The Partner Dashboard helps you to manage all your clients, initiate transactions, generate reports and track your business. This is equivalent to back-offi...
Mon, 23 Dec, 2024 at 3:51 PM
Install dashboard on Desktop Open the Miscrosoft Edge browser and go to the Partner Dashboard website. After the page has loaded, click on the ⠇(Optio...
Thu, 16 Jan, 2025 at 2:58 PM
If a client loses / forgets their password, you need to send the login credentials via email to client. —> On the AssetPlus Admin Dashboard, search for...
Thu, 16 Jan, 2025 at 2:46 PM
For downloading the complete order list of clients, please follow the steps below. Step 1 Kindly go to Menu -> Orders Step 2 Select the Al...
Tue, 24 Dec, 2024 at 10:34 AM
RTA Integration is an important and powerful tool for all partners, it not only gives all details of the investors but also can help to track investments on...
Thu, 16 Jan, 2025 at 12:23 PM
With AssetPlus, you can download your own branded collaterals for sharing with clients and prospective leads. This marketing collateral will come with yo...
Thu, 1 Apr, 2021 at 6:33 PM
We can notify NFOs to clients on Assetplus by following the below-mentioned steps: Step1: Go to Partner’s dashboard click on Products-> NFOs ...
Tue, 24 Dec, 2024 at 2:29 PM
Consolidated Account Statement is a feature that is made available by RTAs (CAMS, and KFINTECH). It consists of all the transactions of the client across al...
Thu, 26 Dec, 2024 at 2:32 PM
Mandate registration is required for the auto-debit of SIPs and doing any lumpsum payment via mandate mode. For registering an e-mandate, the client will re...
Wed, 1 Jun, 2022 at 5:18 PM