This update brings powerful enhancements for investors and relationship managers: NFO investing made easy Discover active New Fund Offers and place NFO orders right from your mobile app, with all key details at your fingertips. Bulk mutual fund orders Build a basket of multiple mutual fund orders and submit them together in one seamless flow, saving time on repeated entries. Client Leads on mobile Access a dedicated Client Leads section with list and details screens, so you can review and follow up with leads anywhere. Improvements & fixes Polished UI, better performance, and bug fixes across the app for a smoother, more stable experience.

Enhanced Security Added MPIN authentication for secure access to sensitive sections. Added Biometric authentication (Face ID on iOS and fingerprint on Android) as an alternative login method. Push Notifications with Deep Actions Users can now receive push notifications and tap them to open: Purpose-specific screens within the app PDF documents (e.g., reports, invoices) Push click actions are now context-aware and open the correct purpose screen or PDF automatically. External Link Support Added support for external links: Links in push notifications and other in-app content can open external URLs securely. External links are handled consistently across iOS and Android.

Added updates in Force Change password screen

Added the UI to show mobile app downloads

Added feature to place order on Mutual funds Added AI Analysis client insights on client dashboard

New Features Introduced Portfolio Analyser AI Analysis to help users interpret portfolio composition and get smarter insights from their investments. Added Portfolio Analyser AI Chart Bot for more interactive and visual portfolio analysis. Expanded support for Mutual Funds Portfolio analysis to improve portfolio tracking and evaluation for fund holdings. Enhancements Updated the Client Details screen with improved structure and usability for managing customer information more efficiently.

Intern Login: Added secure login functionality for interns, complete with role-based access control to prevent unauthorized actions. Lead Creation: Interns can create new leads directly from the dashboard, including fields for contact details, source, and priority. Lead Management: Authorized interns can now view, edit, and assign leads within their permissions, enabling faster team collaboration on sales pipelines.

Intern Login: Added secure login functionality for interns, complete with role-based access control to prevent unauthorized actions. Lead Creation: Interns can create new leads directly from the dashboard, including fields for contact details, source, and priority. Lead Management: Authorized interns can now view, edit, and assign leads within their permissions, enabling faster team collaboration on sales pipelines.

What's New 1. Intern Login: Added secure login functionality for interns, complete with role-based access control to prevent unauthorized actions. 2. Lead Creation: Interns can create new leads directly from the dashboard, including fields for contact details, source, and priority. 3. Lead Management: Authorized interns can now view, edit, and assign leads within their permissions, enabling faster team collaboration on sales pipelines.

What's New: • OTP login for new users with instant access • Distributor revenue sharing with partners • Improved order details view for Pre-IPO & PMS Bug fixes and performance improvements.

• OTP login for new users with instant access • Distributor revenue sharing with partners • Improved order details view for Pre-IPO & PMS Bug fixes and performance improvements.

• Corporate Flow - Added complete corporate user flow with dedicated dashboards, revenue tracking, and streamlined navigation for enterprise users • Revenue Sheet - Major overhaul with alphabetical sorting (Others at end), improved filtering, pagination, and cleaner product cards • UI Enhancements - Smoother animations and transitions - Enhanced card designs with better visual hierarchy - Improved search and filter performance - Fixed "Unknown Product" display issues - Better responsive layouts across all screen sizes

• Corporate Flow - Added complete corporate user flow with dedicated dashboards, revenue tracking, and streamlined navigation for enterprise users • Revenue Sheet - Major overhaul with alphabetical sorting (Others at end), improved filtering, pagination, and cleaner product cards • UI Enhancements - Smoother animations and transitions - Enhanced card designs with better visual hierarchy - Improved search and filter performance - Fixed "Unknown Product" display issues - Better responsive layouts across all screen sizes

Secure mobile and email verification added, enhanced user dashboard with improved UI and performance, streamlined individual partner form flow for a smoother experience, along with general performance improvements and optimizations.

• Secure mobile and email verification added • Enhanced user dashboard with improved UI and performance • Streamlined individual partner form flow for a smoother experience • General performance improvements and optimizations

We’ve refreshed the app’s design to make navigation smoother and improve the overall user experience. We’ve also introduced a new Partner Onboarding form, making it easier for users to register and get started as partners

UI improvements for Login and Sign Up, added loaders to Proposal pages, enhanced Mutual Fund product details, and fixed the Portfolio Health Check PDF download issue.

Dashboard Update: Reordered the Products & Tools section so that Tools now appear before All Products

Key Updates Added Client UCC generation, mandate creation, Mutual Fund order placement, login/splash enhancements, and device-ID mapping for distributors and employees. Bug Fixes Improved Business Insights calculations, fixed status filters and search issues, enabled all product orders on Client Dashboard, activated Education Loans, corrected Pre-IPO calculations, resolved Portfolio Analyzer/Revenue Sheet/download issues, fixed NFD AI and proposal bugs, and updated the Education Services and Cost Calculator modules.