IRIS by KFintech

IRIS is a comprehensive distribution solution designed specifically for Independent Financial Advisors (IFAs), Distributors, Wealth Managers, RIAs, and Financial Institutions in India. It is built by KFintech, the country's leading investor solutions provider, and aims to empower financial distributors to effortlessly manage, transact, and grow their businesses across multiple asset classes. These include Mutual Funds, Fixed Deposits (FDs), National Pension System (NPS), Portfolio Management Services (PMS), and Alternative Investment Funds (AIF).

One of the key benefits of IRIS is its one-stop multi-asset management feature. This allows users to invest, manage, and track various assets from one unified interface. This saves time and effort for financial distributors, making their operations more efficient. Another advantage of IRIS is its instant empanelment feature, which allows distributors to start offering Fixed Deposits to their clients in less than 2 minutes by completing empanelment with top providers.

IRIS also offers real-time transaction tracking, providing transparent updates on the status of transactions. This helps to enhance investor trust and satisfaction. Additionally, the platform offers swift and easy KYC and mandate management, allowing for digital onboarding of investors anytime and anywhere. IRIS also has phygital capabilities, seamlessly blending physical forms and digital execution without any disruption.

Advanced analytics is another key feature of IRIS, providing deep insights into portfolio performance, SIP inflows, maturities, and more. This enables smarter business growth and decision-making for financial distributors. The platform also offers user hierarchy management, allowing distributors to map their team hierarchy for a complete 360° view of their business.

The mission of IRIS is to transform the financial distribution landscape in India by simplifying operations, eliminating technological hurdles, and extending reach. It aims to enable every distributor, from individual IFAs to large institutions, to deliver superior service, deepen investor relationships, and grow their business sustainably. Thousands of India's leading financial distributors are already using IRIS, and it is available for download now to empower distribution journeys.