Reliance MF launches new version of Business Easy app

By Morningstar |  07-02-19 | 

Reliance Mutual Fund has come out with the latest version of its Business-easy 2.0 app which allows advisers to perform a number of tasks online.

The app acts as a complete customer relationship management tool. Distributors get a dashboard view of their business with insights about their audience and the investment options. The app is geared up to provide IFAs various insights thorough data analytics and artificial intelligence-based recommendations on the IFAs customer basis, investment patterns, and their purchase propensities.

Further, IFAs can run segmented campaigns (email & SMS) based on various data cuts and reach out to investors with personalised transaction links with pre-embedded details that their customers must merely authorise.

Key features of the app:

  • Easy login with 4-digit MPIN.
  • Instant transactions
  • App-in-App feature: Fast user experience and lighter in size.
  • Mass investors receive pre-defined mutual fund updates.
  • New transaction types: STP and SWP.
  • Built-in analytics for superior client interaction.
  • Bulk campaign facility
  • Access to folio details, portfolio view, transaction summary and more.
  • Trigger statement of account and capital gains statement for investors.
  • View brokerage paid in the last 12 months and download brokerage statements of last three months.
  • 1-click transaction initiation for priority investors (based on investor AUM).
  • New help desk facility to address partner grievances effectively.
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