UTI Buddy: A Mobile App for Independent Financial Advisors
UTI Buddy is a free mobile application designed for Independent Financial Advisors (IFA) to eliminate operational barriers and facilitate financial planning. The app provides various features such as recommending funds to investors, registering SIP mandate, tracking reward points in UTI Summit, viewing customer portfolio, and staying updated with market information. It aims to make the life of an IFA easier by enabling them to focus on financial planning rather than operational hassles.
The app has a user-friendly interface that makes it easy for IFAs to navigate through the different features. It is exclusively available for IFAs, and investors should download the UTI Mutual Fund app. With UTI Buddy, IFAs can recommend funds to investors, view commission structures, and recommend a switch of funds. The app is an efficient solution for IFAs to manage their clients' investment portfolios.
User reviews about UTI Buddy
Have you tried UTI Buddy? Be the first to leave your opinion!