smarTPartner - Canara Robeco

A smart & secure app for mutual fund distributors to easily manage investors, track AUM, and grow their business.

Canara Robeco smarT Partner is a dedicated mutual fund distributor app designed to empower MFDs with seamless investor management, real-time AUM tracking, transaction processing, and performance insights. Whether you're an Individual, Non-Individual, Regional Distributor, or Admin, this app ensures a smooth experience with advanced reporting, and easy investment processing.

✔ Manage investor portfolios, transactions & AUM seamlessly.
✔ Access investor details, KYC/FATCA status & initiate transactions.
✔ Re-initiate expired transactions & modify investment details.
✔ Track AUM, earnings, scheme-wise performance & brokerage details.
✔ Generate customized reports & transaction summaries.

🛒 Key Features:
🔹 Easy Login & Secure Access – OTP, User-ID & password recovery options.
🔹 Comprehensive Dashboard – AUM, investor count, scheme distribution & transaction summary.
🔹 Investor Management – Search, Tag favourites & track KYC, FATCA & PAN details.
🔹 Transaction Handling – New purchases, SIPs, redemptions, switches, STP, SWP & eNACH integration.
🔹 Bulk Transactions – Initiate group transactions for multiple investors in a single go.
🔹 Earnings & Reports – View brokerage, commission details & generate investor reports.
🔹 Support & FAQs – Raise queries, access FAQs & receive regulatory updates.

🚀 The Ultimate App for YOU – Grow, Manage & Track with Canara Robeco smarT Partner!

Mutual Fund investments are subject to market risks, read all scheme related documents carefully.