HaigoMF

A platform for mutual fund distributors to track their assets under maintenance (AUM) and their clients. The clients can also monitor all their investment portfolios.
This app has the following features for MF distributors in India.
1. Simple Registration and Login screens. Dark and light themes.
2. Distributor specific AMC sync up across RTA.
3. Dashboard screen to view their AUM, top funds, top AMCs and clients.
4. Client screen to view the list of clients, funds and transactions.
5. Fund category-wise AUM, AMC level AUM, Unique fund wise AUM.
6. Portfolio summary report, transaction report, SIP report at Advisor level and client level.
7. Profile to manage their app subscriptions and RTA credentials.
8. The profile screen also holds utility functionalities such as reset password, reset the PIN, etc.

This app has the following features for the investors.
1. Simple Registration and Login screens.
2. Automatic mutual fund portfolio updates.
3. Dashboard screen to view their investments.
4. A simple screen to monitor the current value of mutual funds invested.
5. The profile screen also holds utility functionalities such as reset password, reset the PIN, etc.
6. Instant and Monthly reports.