Prudent Partner Desk
Free App
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About Prudent Partner Desk
Prudent Corporate Advisory Services Ltd has launched an application for it’s Channel Partners. This application will help them to track their clients’ investment valuations and provides them their business MIS.
Report Details:
(1) AUM Report :
This section provides Nature Wise & Sub Nature Wise AUM of your client with interactive Chart.
(2) Valuation Report :
This section provides Investment Summary of your clients under various modes.
(3) Business Report:
This report provides last three month business summary with all products.
(4) Other Report:
This section provides Transaction Details, Sip Renewal and Brokerage Summary.
(5) Post Query:
This section allows you place and trace query for A/C statement.
Note: To access this application you have to use your Registered Broker Code, Login Id and Password of Partner Desk.
Report Details:
(1) AUM Report :
This section provides Nature Wise & Sub Nature Wise AUM of your client with interactive Chart.
(2) Valuation Report :
This section provides Investment Summary of your clients under various modes.
(3) Business Report:
This report provides last three month business summary with all products.
(4) Other Report:
This section provides Transaction Details, Sip Renewal and Brokerage Summary.
(5) Post Query:
This section allows you place and trace query for A/C statement.
Note: To access this application you have to use your Registered Broker Code, Login Id and Password of Partner Desk.
All Application Badges
Free
downl.
downl.
Android
4.1+
4.1+
Bug
buster
buster
Android app
App History & Updates
What's Changed
Bug Solving and Performance Improvement
Bug Solving and Performance Improvement
Version update Prudent Partner Desk was updated to version 3.6
Version update Prudent Partner Desk was updated to version 2.21
More downloads Prudent Partner Desk reached 10 000 - 50 000 downloads
Version update Prudent Partner Desk was updated to version 2.13
What are users saying about Prudent Partner Desk
R
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by R####:
After updating the app couldn't able to download account statement from protfolio valuation report...
M
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by M####:
Schemes are wrongly displayed for eg. ABSL Tax Relief 96 is displayed as ABSL Relief 96. Brokerage tab not working.
N
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by N####:
App is good. UI is beautiful. pattern lock in Login is easy.
G
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by G####:
One of the best Apps in India for MF Distributors
N
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by N####:
I am very like this app
Q
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by Q####:
Good one
N
by N####:
by N####:
Excellent
B
by B####:
by B####:
Good one
N
by N####:
by N####:
Excellent
O
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by O####:
Very fast very much convenience
N
by N####:
by N####:
Trying 2 log in with correct id and password but it always respond with alirt as incorrect user id or password.
R
by R####:
by R####:
Very Pathetic, now I don't even have old app to go back to & new app doesn't open at all. This shows No proper testing is done, how irresponsible it is being at this level. Please release some new update ASAP.
N
by N####:
by N####:
After updating the app I am not able to reuse the app. Previously it was working fine. I have reinstalled the app and done all R&D but is not working. Disappointed with this.
N
by N####:
by N####:
How do I see my client details below my keyboard in android app, previous version was working very fine and user friendly.
N
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by N####:
Unable to share client portfolio report by WhatsApp unlike previous version.
K
by K####:
by K####:
I update new version, msg .. Unfortunately partner desk has stopped,. I can't open this app, after I re install but same, please help
N
by N####:
by N####:
After re-installing,it is showing something went wrong and not able to login.
K
by K####:
by K####:
Not able to after reinstall
A
by A####:
by A####:
It not good old version so nice
N
by N####:
by N####:
group creation ka option required
N
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by N####:
Very useful & easy to handle App. Work efficient & support partner. Takes away all the worries of business & it's records.
R
by R####:
by R####:
A sm opening application it direct password.. If m write n enter its want work .. What to do?
N
by N####:
by N####:
This is a good app but there is big problem to recover forget I'd/password.
P
by P####:
by P####:
This app required more improvements please upgrade this app ASAP overall it works properly
N
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by N####:
Very good & user friendly Easy to understand.
N
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by N####:
Kool
Z
by Z####:
by Z####:
Good
E
by E####:
by E####:
Very useful and convenient
N
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For use
N
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by N####:
Very very good
B
by B####:
by B####:
Instant Account statement Downloading & Every report nice
S
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by S####:
Partner
S
by S####:
by S####:
Not showing brokerage report...
Y
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by Y####:
Helpfully
S
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by S####:
Recommended by me
S
by S####:
by S####:
Very very good
X
by X####:
by X####:
Good
A
by A####:
by A####:
Although the app is very useful, but the Marketing Campaign should not be omitted. If the Marketing Campaign option is available, then the partner can communicate with their clients for better business. Pl do the needful.
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by S####:
by S####:
Before u launch think what difficulty user will face and provide solutions wasted enough time ⌚
by T####:
In marketing tool , not able to write full display name....Space bar is not working as a result new name with proper spacing is not possible. Pls fix this