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
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
The Portfolio Bucket is a unique feature that helps devise a customized portfolio for clients in just a few clicks. How to add a recommended portfolio ...
Mon, 23 Dec, 2024 at 4:45 PM