WRAP App for Partners (Beta)
500+
Downloads
Everyone
info
About this app
Invest Smart with the all-new WRAP by Religare. Optimize your investment management with Dynami Wrap. Stay on top of your targets, monitor market trends, and take action through real-time alerts. Apply for financial products, manage risk, and enhance client relationships using built-in CRM tools and detailed reports.
Why WRAP?
View Summarized Dashboards for latest information
Track both your indicative and actual targets with ease. Dive deep into Volume, Revenue, and AUM data at different frequencies to uncover trends and gain valuable client insights. Use the client snapshot to better understand and monitor client activations.
Access Risk Reports and Margin information
Strategize your trades with real-time Risk reports, up-to-date Margin data, and comprehensive collections information.
Take swift actions through timely alerts
Leverage the Alerts section to take swift action based on key parameters and stay ahead of critical events
Access multiple products and transact on behalf of customers
Apply for and track IPOs/NCDs, and manage Mutual Fund transactions on behalf of your customers—all from a single portal. Transact over 5,000 mutual funds, including large-cap, mid-cap, and small-cap, all in one place.
Accelerate customer support through real time reports and CRM
Access and download Portfolio, Back Office, and Depository reports for your customers. Resolve customer queries efficiently through the Support section by connecting with the appropriate teams.
Get a 360 degree view of any customer
Access comprehensive customer information with a detailed Client Overview.
Check Partner Reports
View and analyse your monthly revenue reports with ease.
Share Co- Branded Promotion
Share co-branded creatives with customers and prospects to amplify your reach and visibility.
Why WRAP?
View Summarized Dashboards for latest information
Track both your indicative and actual targets with ease. Dive deep into Volume, Revenue, and AUM data at different frequencies to uncover trends and gain valuable client insights. Use the client snapshot to better understand and monitor client activations.
Access Risk Reports and Margin information
Strategize your trades with real-time Risk reports, up-to-date Margin data, and comprehensive collections information.
Take swift actions through timely alerts
Leverage the Alerts section to take swift action based on key parameters and stay ahead of critical events
Access multiple products and transact on behalf of customers
Apply for and track IPOs/NCDs, and manage Mutual Fund transactions on behalf of your customers—all from a single portal. Transact over 5,000 mutual funds, including large-cap, mid-cap, and small-cap, all in one place.
Accelerate customer support through real time reports and CRM
Access and download Portfolio, Back Office, and Depository reports for your customers. Resolve customer queries efficiently through the Support section by connecting with the appropriate teams.
Get a 360 degree view of any customer
Access comprehensive customer information with a detailed Client Overview.
Check Partner Reports
View and analyse your monthly revenue reports with ease.
Share Co- Branded Promotion
Share co-branded creatives with customers and prospects to amplify your reach and visibility.
Updated on
Safety starts with understanding how developers collect and share your data. Data privacy and security practices may vary based on your use, region, and age. The developer provided this information and may update it over time.
No data shared with third parties
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No data collected
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What’s new
WRAP by Religare: Streamline client services and grow your business.
☆ Manage Investments: Track portfolios, targets, trends, and risk reports.
☆ Easy Transactions: Apply for IPOs, NCDs, and Mutual Funds.
☆ Real-Time Updates: Receive alerts and access CRM tools.
☆ 360° Customer View: Understand clients better and share co-branded promotions.
☆ Manage Investments: Track portfolios, targets, trends, and risk reports.
☆ Easy Transactions: Apply for IPOs, NCDs, and Mutual Funds.
☆ Real-Time Updates: Receive alerts and access CRM tools.
☆ 360° Customer View: Understand clients better and share co-branded promotions.
App support
phone
Phone number
+18602588888
About the developer
RELIGARE BROKING LIMITED
anukool.srivastav@religare.com
2nd Floor, P-14, 45/90, P-block, Connaught Place
New Delhi, Delhi 110001
India
+91 79860 58412
