smarT Partner - Canara Robeco

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 favorites & 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, and 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.