EzeeAdvise EzeeInvest is a mobile-based platform, which greatly simplifies origination and consummation of mutual fund transactions. This solution benefits all industry stakeholders by enhancing the underlying business relationships between the manufacturer, the distributor and the investor. Based on disintermediation, the product demystifies the mutual fund industry and makes investing a safe, desirable and effortless activity for anyone with a smart phone.
EzeeAdvise enables mutual fund product distributors and financial advisors to grow a large retail distribution network without extensive physical travel. The desktop dashboard enables the advisor to multi-task across various investor profiles, make informed transfer decisions, recommend transactions to investors in his network and bulk upload his existing investors onto the EzeeAdvise platform. The app enables direct communication through its messaging system. Advisors could be individuals or large organizations, therefore creating a more level playing field.
EzeeInvest allows investors to invest money in a fund of their choosing, with or without the help of an advisor. Investors can search for advisors by area and choose to act upon suggested transactions made by their advisor. Similar to a social network, investors can add advisors to their network, view associates of their advisor as well as rate an advisor. Investors can choose how much information to share with their advisors and transactions can be completed through internet banking, debit card, debit mandate, fund transfer, NEFT, or RTS.
EzeeAdvise EzeeInvest Features
Ease of joining and use
Just download the app and start using - a simple, two minute registration process.
Recommend, buy, sell, switch and set up systematics in 4 clicks.
One app for all distributors and all mutual funds.
Built in support for multiple payment settlement processes - internet banking, debit card, fund transfer, NEFT, RTS.
Security and Privacy
All information flows between mobile and servers is encrypted.
Provision for multiple levels of information sharing between investor and advisor.
Instant disabling of data on the application in case of loss of device.
All transactions enabled on recommendation or on the basis of self-origination.
Platform Benefits
Enables building of a large retail distribution network of financial products.
Empowers informed IFA to expand their reach without high investment costs.
Small intermediaries have access to technology tools that are on par with or exceeding those of large distribution houses.
Strengthened Advisor – Investor relationships.
Solution Highlights
Intuitive interface that has an ecommerce-like experience in terms of buying / fulfillment for the investor.
Adopts social media patterns for making friends as the model for setting up relationships between investor and distributor. This also applies to associates and employees of a distributor.
Advisors have tighter interactions with investors (compared to traditional modes) including setting long term goals and reviewing them periodically.
Supports wide array of distribution models; from pure advisory to a hybrid of transaction & advisory to transaction only.
Supports the full spectrum of distributor-organization models, Individual Distributor to Small and Medium entities (up to 20 employees) to large Distribution Companies (up to 1000 employees) and Banks.
2nd Block, Jayanagar,
Bengaluru - 560 011
Karnataka, India
Landline : +91-80-3588-9217.
Sales & Marketing
India: +91 98450 23934
Malaysia: +60 11 3650 0611
For all general enquiries reach us at [email protected]