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What are contents of Partner Dashboard?
Dashboard shows below details for Partner/IFA to view:-
Support Centre: Support center option of self-ticket creation for any issues which needs action from Wylth team.
User Details: IFA’s login basis details can be seen from this tab.
Notification: Notification (Transaction, Onboarding & related notification) can be seen.
Select Partner: This tab allows IFA's to select multiple ARN/RIA Code.
Select RM: This tab allows IFA to view business RM wise. Currently Wylth Platform supports upto 3 Levels of RM mapping.
Pending Service Request: All tickets raised by IFA himself and his investors can be viewed under “Pending service request”.
MFU Final Oder Resp. Pending Count: This tab provides the number of Responses Pending from MFU for the Mutual Funds Orders.
Unapproved Account Count: This tab provides access to view and approve all unapproved investor accounts.
Current FY Earnings: This shows bar graphs of IFA's business month wise for current financial year.
Performance: This shows comparison bar graphs of Current financial year Earnings and Past financial year earnings.
SIP Registration & Active Investor A/C: This shows comparison bar graphs of Current FY SIP registration and Past FY SIP registration. It also shows comparison bar graphs of Current FY active accounts and Past FY active accounts.
Total AUM: This shows total AUM in pia chart format showing various investments.
Total Active SIP’s: This shows total active SIPs in pia chart format showing various category of asset class.
Top RM Groups: This shows list of top 5 performing RM’s. If click on “view more” then list of all RM’s can be seen on the new tab.
Top Families: This shows list of top 5 performing families. If click on “view more” then list of all families can be seen on the new tab.
Calendar: Calendar mentioned on dashboard gives information about the upcoming event like birthdays of investors, SIP due and investor’s anniversary etc so that IFA can make reminders to investors and increase engagement.
News: Market news can be seen along with filter option to read the view of specific sector only.
Wylth Notices: This will show list of updates which Wylth shares with IFA's, like portal down time, deployment of updates etc.
