ARise: AR Digital Wealth
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About this app
ARISE by AR Digital Wealth is a powerful, all-in-one partner app designed to help you manage, grow, and scale your wealth business with ease. Built for modern financial partners, ARISE brings together intelligent insights, seamless execution, and complete client visibility—right at your fingertips.
With ARISE, you can effortlessly manage your clients, access portfolio details, and stay on top of your business performance through a dynamic and intuitive dashboard. The app simplifies everyday operations, enabling you to focus more on building meaningful client relationships and less on managing complexity.
From initiating SIPs and managing mandates to handling account opening digitally, ARISE ensures smooth and efficient execution of key transactions. With real-time access to client data and one-click navigation, you can respond faster, make informed decisions, and deliver a superior client experience.
ARISE also equips you with detailed business and opportunity reports, helping you track growth, identify potential opportunities, and take proactive steps to scale your AUM. Whether you want a quick snapshot of your performance or in-depth insights into your business, everything is available in a structured and easy-to-understand format.
To support your client engagement efforts, ARISE provides access to ready-to-use, customizable marketing materials, allowing you to connect with your clients more effectively. Additionally, smart alerts such as client birthday reminders ensure you never miss important moments, helping you strengthen long-term relationships.
Key features include:
* Dynamic dashboard with real-time business insights
* Seamless client management with instant access to details
* Easy initiation of SIPs, mandates, and account opening
* Portfolio tracking and comprehensive reporting
* Business and opportunity reports for growth tracking
* Access to marketing materials with customization
* Smart alerts and notifications for better engagement
* Simple, intuitive, and user-friendly navigation
ARISE is more than just an app—it is your growth partner. Designed to empower you at every step, it helps you stay ahead in a competitive landscape, improve efficiency, and scale your business with confidence.
Backed by AR Digital Wealth, ARISE combines technology, research, and execution capabilities to support partners in delivering better outcomes and building long-term wealth for their clients.
Start your journey with ARISE and take your wealth business to the next level.
With ARISE, you can effortlessly manage your clients, access portfolio details, and stay on top of your business performance through a dynamic and intuitive dashboard. The app simplifies everyday operations, enabling you to focus more on building meaningful client relationships and less on managing complexity.
From initiating SIPs and managing mandates to handling account opening digitally, ARISE ensures smooth and efficient execution of key transactions. With real-time access to client data and one-click navigation, you can respond faster, make informed decisions, and deliver a superior client experience.
ARISE also equips you with detailed business and opportunity reports, helping you track growth, identify potential opportunities, and take proactive steps to scale your AUM. Whether you want a quick snapshot of your performance or in-depth insights into your business, everything is available in a structured and easy-to-understand format.
To support your client engagement efforts, ARISE provides access to ready-to-use, customizable marketing materials, allowing you to connect with your clients more effectively. Additionally, smart alerts such as client birthday reminders ensure you never miss important moments, helping you strengthen long-term relationships.
Key features include:
* Dynamic dashboard with real-time business insights
* Seamless client management with instant access to details
* Easy initiation of SIPs, mandates, and account opening
* Portfolio tracking and comprehensive reporting
* Business and opportunity reports for growth tracking
* Access to marketing materials with customization
* Smart alerts and notifications for better engagement
* Simple, intuitive, and user-friendly navigation
ARISE is more than just an app—it is your growth partner. Designed to empower you at every step, it helps you stay ahead in a competitive landscape, improve efficiency, and scale your business with confidence.
Backed by AR Digital Wealth, ARISE combines technology, research, and execution capabilities to support partners in delivering better outcomes and building long-term wealth for their clients.
Start your journey with ARISE and take your wealth business to the next level.
Empower partners to grow AUM & scale smarter with ARISE by AR Digital Wealth.
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What’s new
- Explore detailed SIP Scheme information.
- Access Wealth Strategy Details in the Client section.
- Dashboard AUM cards now support Client-wise and Family-wise views.
- View, download, and share OCL Documents for SP Schemes.
- Download Demat Statements directly from the Reports section.
- View Investment Allocation Percentage for better portfolio insights.
- Access Wealth Strategy Details in the Client section.
- Dashboard AUM cards now support Client-wise and Family-wise views.
- View, download, and share OCL Documents for SP Schemes.
- Download Demat Statements directly from the Reports section.
- View Investment Allocation Percentage for better portfolio insights.
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About the developer
ANAND RATHI WEALTH LIMITED
avnishchouhan@rathi.com
10th Floor, A-Wing, Express Zone, Nr. Oberoi Mall,
W.E Highway, Goregaon (E)
Mumbai, Maharashtra 400063
India
+91 94132 49502
