IIFL Partner Desk

Your clients don’t wait until you’re back at your desk. Your business shouldn’t either.

Running a mutual fund distribution business means handling client queries, portfolio reviews, order placements, reports, follow-ups, often while on the move. The IIFL Partner Desk App puts the essential features of the IIFL Partner Desk web platform on your phone, so you can track your business, serve clients, & take action on opportunities from wherever you are.

Built exclusively for authorised Mutual Fund Distributors, partners & franchises.

THE CHALLENGES DISTRIBUTORS FACE. THE ANSWERS WE BUILT.

“I don’t have a clear picture of my business.”
Get a consolidated dashboard with key metrics like AUM and SIPs, plus pending actions & reminders, so nothing slips through the cracks.

“Clients call when I’m away from my desk.”
View clients’ existing mutual fund holdings & portfolio details in moments, so you can have an informed conversation right away.

“Comparing funds takes too much time.”
Compare mutual funds across performance & key parameters, & review scheme details to support confident client discussions.

“Placing orders becomes difficult when I am traveling.”
Place fresh or additional investments, process requests & modify existing instructions on behalf of your clients, all from your mobile.

“Too many tools, too much switching.”
One app brings business tracking, client information, reports & transactions together in a single interface.

KEY FEATURES

1.Business Dashboard: Track AUM, SIPs, pending actions & important reminders at a glance
2.Fund Insights & Comparison: Evaluate & compare funds to support client conversations
3.Reports & Investment Information: Keep important reports & investment information within easy reach
4.Client Portfolio View: Check existing holdings & individual portfolio details
5.Transact on Behalf of Clients: Place orders, process requests & modify instructions on the move
6.Web Platform Functionality on Mobile: Access essential features of the IIFL Partner Desk web platform
Why IIFL Partner Desk?
7.Built for distributors: Designed around how Mutual Fund Distributors (MFD), partners, and franchisees work.
8.A true extension of your web platform: Familiar functionality, now in your mobile
9.Business, clients and transactions in one place: Less switching between tools, more time with clients
10.Secure mobile access: Easy and secure access for authorised users

Who is it for?
Authorised Mutual Fund Distributors, partners and franchises who want to manage their business and serve clients without being tied to a desk.
Stay connected. Stay informed. Keep moving forward.
Download the IIFL Partner Desk App and take your mutual fund business wherever you go.