Creso Partner

Creso Technologies

About this app

Creso’s Partner App brings everything you need to manage clients, research funds, and grow your mutual fund business - all in one place.

Grow Your Business
• Get a real-time view of your AUM, SIP book, and overall business summary.
• Monitor recent orders and upcoming orders with ease.
• Add your branding for visibility across client app, reports and all other touch points.
• Track all your action-items and share marketing posters with just a few clicks.

Manage Every Client, Effortlessly
• Onboard clients digitally and activate their accounts within minutes.
• View each client’s portfolio, holdings, and active SIPs in one view.
• Download and share holdings, capital gains and other reports instantly with clients.
• Use remarks to add client-specific notes and updates.

Execute Transactions Seamlessly
• Create SIP, lump sum, or redemption transactions for any client.
• Add multiple order types in a single cart with one-click checkout experience.
• Set up and manage mandates directly from the app.

Research Made Simple
• Explore mutual funds with live NAVs, detailed analytics, factsheets, and category insights.
• Check fund performance trends, asset allocation, and top holdings.

Built for the modern advisor - fast, intuitive, and always connected.
Your business. Your brand. Your growth.

Coming Soon
• STP, SWP, and Switch transactions
• Goals and Proposals
• Client activity notifications

What’s new

- Redesigned home page with brokerage reports, calculators, notifications, and a direct button to reach support.
- Added a Resources section with creatives, webinars, articles, tutorials and much more.
- Total cart amount added to display consolidate payable amount for your clients.
- Client account details page now has tappable phone and email - call or email directly.
- Minor bug fixes and UI enhancements for a faster and more reliable experience.