UTI Buddy

The New Buddy App is a comprehensive tool designed for Mutual Fund Distributors (MFDs) to efficiently manage their clients' investments. It offers a range of features to streamline the onboarding process, manage transactions, track recommendations, and provide real-time insights and analytics. The app also prioritizes security and compliance, with strong authentication methods and data encryption to protect sensitive information.

One of the key features of the app is its onboarding and investor management capabilities. MFDs can use the app to onboard new investors through a digital KYC process, reducing paperwork and making the process more efficient. The app also provides tools for MFDs to manage their clients' investment portfolios, including real-time tracking of asset allocation, systematic transactions, and performance.

The transaction management feature allows MFDs to execute transactions in multiple schemes in one go, saving time and effort. The app also has a two-factor authentication and confirmation process to ensure accurate and secure transactions. MFDs and investors can also track the status of their transactions through a clear timeline displayed on the app.

The app also offers innovative solutions for MFDs, such as financial calculators to estimate returns and risk profiles, pre-curated scheme packs for specific goals, and the ability to save favorite schemes for quick recommendations. The interactive distributor dashboard and analytics provide real-time insights on business growth and customer retention.

The app also prioritizes user experience, with an intuitive interface that requires minimal training for MFDs to use effectively. Real-time push notifications keep MFDs and investors updated on transaction recommendations, market alerts, and other relevant information. Additionally, the app offers a business suite with a detailed dashboard, the ability to onboard new investors and create new folios, and recommend various types of investments.

Overall, the New Buddy App is a comprehensive and user-friendly tool for MFDs to efficiently manage their clients' investments. It offers a range of features to streamline processes, prioritize security and compliance, and provide real-time insights and analytics for business growth.