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...
Thu, 6 Jul, 2023 at 6:22 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...
Fri, 7 Jul, 2023 at 6:06 PM
Install dashboard on Desktop Open the Google Chrome browser and go to the Partner Dashboard website. After the page has loaded, click on the ⠇(Options...
Fri, 7 Jul, 2023 at 6:11 PM
If you are already logged in Click on ☰ (Menu) on the top left and select Change Password, enter the old and new password, click on submit and enter the OT...
Fri, 7 Jul, 2023 at 6:14 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...
Wed, 20 Jan, 2021 at 4:26 PM
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...
Mon, 4 Jul, 2022 at 11:49 AM
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 Schemes -> NFOs ...
Fri, 25 Feb, 2022 at 10:05 AM
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...
Wed, 1 Jun, 2022 at 6:02 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