Creso Partner

1.15.0

Creso Technologies

0.00

0 reviews

1,000+
Downloads

Free

Run your mutual fund business smarter. Manage clients, portfolios and more.

iOS version

About Creso Partner

Creso Partner is a finance app developed by Creso Technologies.

How many times has Creso Partner been downloaded?

Creso Partner has been downloaded 1 thousand times. In the last 30 days, the app was downloaded 340 times.

What is the rating of Creso Partner?

Creso Partner has no ratings yet.

Is Creso Partner free?

Creso Partner is free to download. The APK download size is 72.18 MB. The latest version available is 1.15.0. The last update was on May 20, 2026.

What are the requirements for Creso Partner?

The app has a content rating of Everyone. The app has been available on Google Play November 2025.

Description

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

Recent changes:
Fund Baskets and a smoother onboarding flow:
- Place transactions using Fund Baskets - both custom and Creso curated.
- Streamlined client onboarding with fewer requests sent to the customer.
- Select multiple schemes while creating an order for your clients.
- Active and Lifetime XIRR added on the client holdings page for sharper performance tracking.
- Minor bug fixes and UI improvements.

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More data about Creso Partner

Price	Free to download
Total downloads	1 thousand
Recent downloads	340
Rating	No ratings
Ranking	Not ranked
Version	1.15.0
APK size	72.2 MB
Number of libraries	?
Suitable for	Everyone
Ads	NO ads

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Alternative downloads for the Creso Partner app

Creso Partner compared with similar apps

Common keywords of similar apps

Client Clients Holdings Add Creso Partner Research Grow Place Recent Orders Reports Share Active Multiple Order Baskets Onboarding Fund Business Manage Transactions Mutual App View Funds Sip Performance

Keywords missing from this app

Investment Invest Investments Portfolio Easy Tax Online Access Bank Investing Track Calculator Account Start Sips Market Investors Save Bmo Financial India Saving Elss Complete Make Details Features Transaction Wealth Equity Registered Nfos Fixed Hdfc Mf Money Trading Report Time Plans

Downloads over time

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Creso Partner has been downloaded 1 thousand times. Over the past 30 days, it averaged 11 downloads per day.

Changelog of Creso Partner

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Developer information for Creso Technologies

Creso Technologies

admin@creso.in

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Google Play Rankings for Creso Partner

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Technologies used by Creso Partner

40 permissions

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