India’s First Distributor Super Application
With growing financial awareness and diverse investment goals and risk tolerances, investors prefer to invest their money in a spectrum of asset classes. Hence, distributors now manage transactions across a variety of asset classes, including mutual funds and the National Pension System. With IRIS, you can view and access these asset classes from a single interface, allowing for seamless transactions across multiple asset types. The platform also helps you effectively manage each asset class’s specific regulations and compliance requirements.
Fixed Deposit
Insurance
AIF
PMS
Loans
Many tasks, such as investor onboarding, KYC verification, and transaction processing, are still carried out manually, which can be time-consuming and prone to errors. Manual processes can lead to inefficiencies and delays in service delivery, potentially impacting client satisfaction. IRIS has automated workflows that automate these tasks, enhancing user experience and operational efficiency.
IRIS supports both commercial and non-commercial transactions, offering distributors the flexibility to manage a variety of client requests – from new purchases to updates on nominee details. All these transactions can be carried out digitally from within the platform without needing to go to the branch. This gives distributors the flexibility to manage their client requests without any hassle.
The ability to analyze data is crucial for making informed investment decisions and providing effective client advice. Distributors need to be able to measure the performance of their investment strategies and compare them to benchmarks. IRIS provides valuable insights through analytics tools and customizable reports for distributors to help track key performance metrics, such as client returns, asset allocation, and investor reports. Distributors can track total AUM, brokerage, scheme performance, and investor metrics, enabling informed decision-making and strategic planning.
IRIS establishes clear reporting structures, delineates authority, and facilitates efficient management of employees and operations to view AUM managed by employees, enhancing accountability and tracking in mutual fund transactions. The application also streamlines hierarchy management for employees and sub-brokers, enabling efficient tracking of Assets Under Management (AUM) for enhanced operational oversight and performance monitoring. IRIS gives employee data at the EUIN level with unique identifiers for sales personnel, enhancing accountability and tracking in mutual fund transactions.
