Planify is excited to announce the launch of the Channel Partner Dashboard, a brand new platform designed to empower our partners with a suite of exclusive features. Planify empowers partners to offer their investors a diverse range of investment opportunities, including quality startups, SME, PreIPOs and Unicorns.

This comprehensive dashboard provides Channel Partners with everything they need to manage their investor portfolio, track income tax returns and TDS certificates, manage customer relationships, and more.

Key features include:

1. Channel Partner Dashboard: Planify aims to empower our Channel Partners through our intuitive dashboard ensures real-time tracking of investments, and provides valuable insights for informed decision-making and enhanced client support.

2. Investor Portfolio Management: Our Channel Partners gain the ability to efficiently manage and optimize their clients' portfolios, ensuring a seamless and personalized investment experience through Planify’s Investor Portfolio Management portal.

3. Track Income Tax Returns: With Planify, our Channel Partners have the convenience of tracking and downloading Income Tax returns and TDS certificates for their investors, streamlining the tax management process.

4. Customer Relationship Management: Channel Partners now have an effective tool to empower their customer interactions with Planify's robust Customer Relationship Management, enabling CPs to build and nurture relationships, ultimately boosting customer satisfaction and loyalty.

5. Investment Wallet: Planify is now providing Channel Partners with enhanced flexibility to seamlessly move manage & allocate funds, and make strategic investments for their clients through Planify’s Investment Wallet.

6. Retrieve Investor Invoices and Transactions With Planify, Channel Partners gain swift access to investor invoices, and detailed transaction histories, streamlining their financial management processes for enhanced efficiency and transparency.

7. Keep a tab on Commissions: Planify enables real-time tracking of commissions and offers a convenient way to check eligibility for rewards, fostering a seamless and rewarding partnership experience.

The session culminated in a Q&A where Rajesh Singla personally addressed partner inquiries, providing even deeper insights into this game-changing feature.

If you're a Planify Channel Partner, don't miss this opportunity to unlock the potential of the Channel Partner Dashboard. Watch the session today and empower your business!

If you are any of the following, you can become a Channel Partner too!

1. Stock Broker
2. Insurance Agent
3. Mutual Fund Agent
4. Portfolio Manager
5. Research Analyst
6. Financial Institution Employee
7. AIF Distributor

​Become a Channel Partner today at Planify!​

CHAPTERS:

00:10 - Session Intro
04:25 - Overview of Startups and SMEs
12:31 - Successful exits by Planify
14:33 - Why Angel Investing is better
17:32 - New features launched by Planify
38:08 - Channel Partner Dashboard KYC
42:02 - Channel Partner Dashboard Features
01:07:32 - Q/A Session
01:39:40 - Disclaimer

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