RankMF Partners

Finance

Only for iPhone

Free · Designed for iPhone. Not verified for macOS.

iPhone

RankMF Partner app is a comprehensive solution designed to empower our esteemed business partners with efficient tools to manage their client relationships and business operations. With a user-friendly interface, the app allows you to: View Client Details: Easily access and manage detailed client profiles, including personal information, investment history, and account status, all in one place. Track Investments: Stay on top of client portfolios by monitoring their investment performance in real-time, with detailed insights and analytics to help guide your advisory services. Add New Leads: Quickly capture new business opportunities by adding and tracking potential clients and leads. Organize them based on their status, interests, and follow-up actions. Initiate Transactions: Effortlessly initiate transactions on behalf of your clients, whether it's making an investment, processing a withdrawal, or transferring funds—all securely within the app. With robust features designed to streamline your workflow and enhance client engagement, this app helps you stay organized, responsive, and efficient in managing all aspects of your client relationships and transactions.

Ratings & Reviews

  • This app hasn’t received enough ratings or reviews to display an overview.

• SIP Frequency selection added in CBO • “First Order Today” option introduced for SIP • Nominee Validation enabled • EUIN selection added • Step-up mandate amount logic updated • SIF validation implemented in CBO

Version 1.0.6

The developer, Samco Securities Limited, indicated that the app’s privacy practices may include handling of data as described below. For more information, see the developer’s privacy policy .

  • Data Linked to You

    The following data may be collected and linked to your identity:

    • Contact Info
    • Identifiers

  • Data Not Linked to You

    The following data may be collected but it is not linked to your identity:

    • Financial Info
    • Contact Info
    • Usage Data
    • Diagnostics

Privacy practices may vary, for example, based on the features you use or your age. Learn More

Accessibility

The developer has not yet indicated which accessibility features this app supports. Learn More

Information

Seller
  • Samco Securities Limited
Size
  • 18.9 MB
Category
  • Finance
Compatibility
Requires iOS 13.0 or later.
  • iPhone
    Requires iOS 13.0 or later.
  • iPod touch
    Requires iOS 13.0 or later.
  • Mac
    Requires macOS 11.0 or later and a Mac with Apple M1 chip or later.
  • Apple Vision
    Requires visionOS 1.0 or later.
Languages
  • English
Age Rating
4+
Copyright
  • © Samco Securities Limited
  • Privacy Policy

    • More by Samco Securities Limited

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