GEPL Partner

GEPL Partner – Your Complete Client Portfolio Companion

GEPL Partner is a powerful mobile app designed exclusively for GEPL’s channel partners — including Sub-brokers, Authorised Persons, GEPL Staff, and Branches — to help manage client relationships and investments more effectively, all in one place.

Whether you're meeting clients, tracking portfolios, or planning follow-ups, GEPL Partner puts everything you need at your fingertips.

Key Features:

Complete Investment Overview

Get a consolidated view of your client’s investments across:

Mutual Funds
Fixed Deposits
Insurance
Bonds
Equity Shares
And 20+ other financial products

Access both individual-level and family-level holdings, making it easy to assess and analyze portfolios at a glance.

Real-Time Portfolio Insights

Stay updated with:
Live portfolio values
Performance tracking
Asset allocation summaries
Multi-portfolio comparisons

Empower your conversations with clients using up-to-date,
actionable insights.

Smart Reporting & Analytics

Generate and share detailed reports that include:

Investment summaries
Capital gains reports
Transaction history
Multi-asset performance breakdown

Deliver a personalized experience for each client and their families.

Calendar & Reminders

Build stronger relationships with timely engagement:
Schedule meetings, follow-ups, and client reviews
Set reminders for birthdays, anniversaries, and key milestones
Never miss an opportunity to connect or nurture relationships

Family View Dashboard
Access a 360° view of all investments held by a family unit:
Simplifies wealth conversations
Helps with estate and legacy planning
Identifies new cross-sell and up-sell opportunities

Secure & Seamless Access
Biometric login and MPIN support
Encrypted data for safe and reliable usage
Designed for smooth performance even on lower-end devices

Built for GEPL’s Partner Network

Whether you're on the move or at your desk, GEPL Partner ensures that you’re always connected with your clients and their financial world. This app simplifies the complexities of financial data, making it easier
for you to serve, guide, and grow.

Why Choose GEPL Partner?
One app for all asset classes
Clean and easy-to-use interface
Saves time, increases efficiency
Enhances client servicing and engagement
Strengthens your role as a trusted financial advisor

GEPL Partner is not just a portfolio tracker — it's your digital assistant for smarter client management.

Download now and experience the next level of partner empowerment!

For support, contact us at: 022 31019911 | support@geplcapital.com