edge360- CAMS MFD/RIA App 1.3.0

edge360 is an application designed for ARNs and EUINs, offering a straightforward and user-friendly platform for registration and login at no cost. The app streamlines various functions including brokerage earnings reconciliation, investor onboarding through Online KYC, existing investor and portfolio management, Statement of Account generation, transaction status verification, WBR generation, and initiation of Non-Financial Transactions. These capabilities are easily accessible with just a few clicks.

Join a community of mutual fund distributors utilizing edge360 to attract new investors, efficiently manage current investors, and facilitate investments across CAMS serviced Mutual Funds.

Key reasons to consider edge360:

1. Convenient login process – Once your ARN code is verified, access the app using a PIN/Pattern. For existing edge360 website users, direct entry with the ARN code and OTP verification eliminates the need for re-registration. New users can complete their registration within the App. The application caters to both ARN holders and their EUINs.
2. Wide array of transaction options – edge360 supports a comprehensive range of financial transactions for all CAMS serviced MFs, including Fresh and Additional Purchases, Redemptions, Switches, and Systematic transactions. Additionally, users can manage pause, cancel, renewal, and top-up requests for systematic transactions. A unique feature of edge360 is the ability to initiate these transactions in online and offline formats, catering to diverse investor preferences.
3. Transaction monitoring – edge360 enables users to track transaction statuses not only for those initiated through the app but also for transactions initiated on other platforms. This consolidated view provides comprehensive oversight of all submitted transactions on behalf of investors.
4. Brokerage management – The app offers functionality to monitor and reconcile brokerage earnings across funds based on various parameters such as brokerage type. Users can review withheld brokerage amounts along with reasons for withholding, facilitating prompt resolution and subsequent brokerage claims. Detailed insights into top-performing investors in terms of brokerage earnings allow for targeted service enhancements.
5. Statement and Reporting capabilities – Users can generate a variety of Statement of Accounts (SOAs) on behalf of investors through the edge360 app. These statements are easily shareable via WhatsApp with customizable period selections. Moreover, the platform supports the generation of various Working Back Reconciliation (WBR) reports.
6. Upcoming enhancements – Stay tuned for additional features that will soon be introduced in the edge360 app. Anticipated functionalities include insights and campaigns, investor contact detail modifications, instant redemptions, transaction cancellations, bulk transactions processing, among other exciting additions.

If you encounter any challenges while using the app or have inquiries, kindly reach out to [email protected] or call 044-6125-0000.