Creso Partner is a finance app developed by Creso Technologies.
Download Statistics
Creso Partner has been downloaded 1.7 thousand times. In the last 30 days, the app was downloaded 440 times.
User Ratings
The app has no ratings yet.
App Information
Creso Partner is FREE to download. The APK download size is 91.70 MB. The latest version available is 1.21.0. The last update was on August 24, 2026.
Technical Requirements
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: - 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.
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Creso is the best MFD platform available presently. They have one of the best backend support for any queries and issues. The UI is most superior to any other Platforms available. Creso provides smoothest onboarding of clients and client app is extremely informative. Entire Creso provides great support like your own team.
★★★★★imran khan· Jul 8, 2026
Best platform for a mutual fund distributor.
★★★★★Siddhesh Patwardhan· Jul 8, 2026
Smoothest experience for my mfd business. They do lightning fast product iteration which takes out all my tech worries, so I can fully focus on the financial advice side of the business.
★★★★★Rajendra Patel· Jul 8, 2026
Excellent platform for MFDs. Easy to use, smooth transactions, and great support. Highly recommended!
Google Play Rankings for Creso Partner
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Technologies used by Creso Partner
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