Axis MF Connect 4+

Name: Axis MF Connect
Author: Axis Asset Management Company Limited

Axis Asset Management Company Limited

專為 iPhone 設計

- 免費

iPhone 螢幕截圖

描述

Axis MF IFA Connect not only facilitates seamless digital transactions on the go but also serves as an information and analysis platform.

• Get investors closer to you
We bring to you an Investor level dashboard for each of your clients which will help increase your face time with them and thus develop a more fulfilling relationship.
• The GO-TO business dashboard
Access a detailed dashboard which shows portfolio across asset classes, investment statistics, SIP summary etc.
• Uniform seamless empanelment
The empanelment process can be done online in just 3 steps.
• Transact on the go
Go paperless with just a two clicks approval process from your clients.
• Provides real time updates
• Transaction updates appear seamlessly in one place.

Mutual Fund investments are subject to market risks, read all scheme related documents carefully

2024年8月5日

版本 5.7

- New launch: Generate Pre-Invest links for your investors for the upcoming NFO.
- ⁠Smart switch for the upcoming NFO
- Cart transactions for Existing Investors.
- ⁠Automatically calculate SIP duration as per maximum available mandate for investors.
- ⁠New learning content available: Xtraordinaire Master Class Videos added under the Knowledge Centre once you log in.

Other minor bug fixes, regulatory changes and enhancement included.