Creso’s Partner App brings everything you need to manage clients, research funds, and grow your mutual fund business - all in one place.
Grow Your Business
• Get a real-time view of your AUM, SIP book, and overall business summary.
• Monitor recent orders and upcoming orders with ease.
• Add your branding for visibility across client app, reports and all other touch points.
• Track all your action-items and share marketing posters with just a few clicks.
Manage Every Client, Effortlessly
• Onboard clients digitally and activate their accounts within minutes.
• View each client’s portfolio, holdings, and active SIPs in one view.
• Download and share holdings, capital gains and other reports instantly with clients.
• Use remarks to add client-specific notes and updates.
Execute Transactions Seamlessly
• Create SIP, lump sum, or redemption transactions for any client.
• Add multiple order types in a single cart with one-click checkout experience.
• Set up and manage mandates directly from the app.
Research Made Simple
• Explore mutual funds with live NAVs, detailed analytics, factsheets, and category insights.
• Check fund performance trends, asset allocation, and top holdings.
Built for the modern advisor - fast, intuitive, and always connected.
Your business. Your brand. Your growth.
Coming Soon
• STP, SWP, and Switch transactions
• Goals and Proposals
• Client activity notifications
Ratings & Reviews
This app hasn’t received enough ratings or reviews to display an overview.
Minor bug fixes and improvements
Version 1.18.0
The developer, Creso, 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
Data Not Linked to You
The following data may be collected but it is not linked to your identity:
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
Creso Technologies Private Limited
Size
93 MB
Category
Finance
Compatibility
Requires iOS 16.4 or later.
iPhone Requires iOS 16.4 or later.
Mac Requires macOS 12.0 or later and a Mac with Apple M1 chip or later.
