SBI MF Partner

SBI MF Partner is a purpose-built Mutual Fund Distributor app designed to streamline the entire client-management workflow for MFDs. It enables online empanelment, easy ARN-based registrations, a smart dashboard, bulk transactions, SIP edits, and fast checkouts, while also providing transaction history, shareable links, and planner features for meetings and tasks. The app also supports IPV KYC onboarding, business insights, and robust team management to improve service and scalability.

Key capabilities include: online empanelment, quick registration with ARN and PAN, bulk transaction initiation, SIP edits without cancellation, smart checkout, comprehensive transaction history, task planning, non-financial transactions, IPV KYC, and streamlined team assignment for better client service.