HF Edge for Partners

The HF Edge app is your ultimate business companion, enabling mutual fund distributors to work smarter, faster, and more efficiently. By offering a suite of advanced features, HF Edge ensures you stay ahead in an ever-changing financial landscape. With its real-time dashboards, you gain instant visibility into your business performance, daily activities, and client portfolios, empowering you to make informed decisions on the go. The app facilitates seamless client engagement through multi-channel communication tools like phone, WhatsApp, and email, ensuring you are always connected.
HF Edge helps you identify new business opportunities, track prospects, and categorize clients effectively to tailor your strategies. Its ability to initiate transactions, manage SIPs and SWPs, and provide instant investment summaries ensures operational efficiency. You’ll never miss a beat with daily alerts and reminders for meetings, pending actions, and investment reviews. Additionally, the app simplifies your workflow by maintaining detailed logs of client interactions and allowing you to raise support tickets when needed. HF Edge doesn’t just help you manage your business; it enables you to exceed client expectations, boost productivity, and achieve sustainable growth — all while ensuring you stay informed and agile in a fast-paced environment.

Key Features:

• Daily Activity Dashboard
• Business Dashboard
• Lead, Prospect and Client Profile and Information
• Business Opportunity Sizing
• Maintaining Logs of Lead, Prospect and Client Meetings
• Initiating Transactions including Purchase, Redemption and Top-Up
• Manage SIP and SWP
• Investment Summary and Reports
• Business Cart
• Daily Alerts related to meetings, reviews, orders, reports, referrals
• Information on External Assets
• Communication through Email, WhatsApp and Phone Calls
• Support Tickets

How Can HF Edge help you?

By integrating tools for communication, lead/client management and transactions, HF Edge helps you streamline your operations, save time, and focus on growing your business faster and more effectively. It’s not just an app—it’s your trusted partner for success, enabling you to stay ahead in a competitive market while building meaningful client relationships.