smarT Partner - Canara Robeco
Mutual Fund Distributor App
Free · Designed for iPad. Not verified for macOS.
Canara Robeco smarT Partner is a dedicated mutual fund distributor app designed to empower MFDs with seamless investor management, real-time AUM tracking, transaction processing, and performance insights. Whether you're an Individual, Non-Individual, Regional Distributor, or Admin, this app ensures a smooth experience with advanced reporting and easy investment processing.
Manage investor portfolios, transactions & AUM seamlessly.
Access investor details, KYC/FATCA status & initiate transactions.
Re-initiate expired transactions & modify investment details.
Track AUM, earnings, scheme-wise performance & brokerage details.
Generate customized reports & transaction summaries.
Key Features:
Easy Login & Secure Access – OTP, User-ID & password recovery options.
Comprehensive Dashboard – AUM, investor count, scheme distribution & transaction summary.
Investor Management – Search, Tag favorites & track KYC, FATCA & PAN details.
Transaction Handling – New purchases, SIPs, redemptions, switches, STP, SWP & eNACH integration.
Bulk Transactions – Initiate group transactions for multiple investors in a single go.
Earnings & Reports – View brokerage, and commission details & generate investor reports.
Support & FAQs – Raise queries, access FAQs & receive regulatory updates.
The Ultimate App for YOU – Grow, Manage & Track with Canara Robeco smarT Partner!
Mutual Fund investments are subject to market risks, read all scheme-related documents carefully.
Ratings & Reviews
- This app hasn’t received enough ratings or reviews to display an overview.
Bug Fixes
The developer, Canara Robeco Asset Management Company 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:
- Financial Info
- Contact Info
- Identifiers
- Sensitive Info
Data Not Linked to You
The following data may be collected but it is not linked to your identity:
- Diagnostics
Accessibility
The developer has not yet indicated which accessibility features this app supports. Learn More
Information
- Seller
- Canara Robeco Asset Management Company Limited
- Size
- 86.9 MB
- Category
- Finance
- Compatibility
Requires iOS 15.1 or later.
- iPhone
Requires iOS 15.1 or later. - iPad
Requires iPadOS 15.1 or later. - iPod touch
Requires iOS 15.1 or later. - Mac
Requires macOS 12.0 or later and a Mac with Apple M1 chip or later. - Apple Vision
Requires visionOS 1.0 or later.
- iPhone
- Languages
- English
- Age Rating
4+
- 4+
- Copyright
- ©2021 Canara Robeco Asset Management Company Limited. All Rights Reserved.