Partner Dashboard
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
With the "Pause SIP" feature, clients can pause their SIP if they have a financial emergency instead of cancelling it. The SIP will automati...
Mon, 23 Dec, 2024 at 4:26 PM
RTA Integration process (CAMS and KFintech) RTA Integration is an important and powerful tool for all partners, it not only gives all details of the invest...
Tue, 24 Mar, 2026 at 12:44 PM