UTI Buddy: A Comprehensive Financial Planning App for Mutual Fund Distributors
UTI Buddy is a powerful mobile app designed specifically for Mutual Fund Distributors (MFDs) to efficiently grow their business and provide seamless financial planning to their customers. Developed by UTI ASSET MANAGEMENT COMPANY LIMITED, this free app offers a complete suite of financial transactions, tools, and insights to empower MFDs in their day-to-day operations.
The app's main features include onboarding and investor management, transaction management, transaction visibility and tracking, innovative solutions for MFDs, interactive distributor dashboard and analytics, security and compliance measures, user-friendly interface, and a comprehensive business suite.
With UTI Buddy, MFDs can onboard new investors digitally through a hassle-free KYC process, manage their clients' investment portfolios in real-time, execute transactions in multiple schemes with ease, and track the status of transactions through a clear timeline. The app also provides financial calculators, pre-curated scheme packs, and MFD choice and favorites for quick recommendations.
Additionally, UTI Buddy offers an interactive distributor dashboard with real-time insights to help MFDs grow and retain their business. The app ensures security and compliance through strong authentication methods and data encryption. Its intuitive interface requires minimal training, and push notifications keep MFDs updated on transaction recommendations, market alerts, and other relevant information.
Overall, UTI Buddy is a comprehensive and user-friendly app that equips Mutual Fund Distributors with the necessary tools and features to streamline their financial planning process and provide exceptional service to their customers.
