RankMF Partners

Samco Securities Limited

About this app

RankMF Partner app is a comprehensive solution designed to empower our esteemed business partners with efficient tools to manage their client relationships and business operations. With a user-friendly interface, the app allows you to:

View Client Details: Easily access and manage detailed client profiles, including personal information, investment history, and account status, all in one place.

Track Investments: Stay on top of client portfolios by monitoring their investment performance in real-time, with detailed insights and analytics to help guide your advisory services.

Add New Leads: Quickly capture new business opportunities by adding and tracking potential clients and leads. Organize them based on their status, interests, and follow-up actions.

Initiate Transactions: Effortlessly initiate transactions on behalf of your clients, whether it's making an investment, processing a withdrawal, or transferring funds—all securely within the app.

With robust features designed to streamline your workflow and enhance client engagement, this app helps you stay organized, responsive, and efficient in managing all aspects of your client relationships and transactions.

What’s new

• SIP Frequency selection added in CBO
• “First Order Today” option introduced for SIP
• Nominee Validation enabled
• EUIN selection added
• Step-up mandate amount logic updated
• SIF validation implemented in CBO