Real-Time API enabled Stock Portfolio
Real-Time API enabled Insurance Portfolio
Frequently Asked Questions
Everything you need to know about the AUM platform.
ARN Booster’s AUM data is designed to be highly accurate and reliable, using multiple verification layers to ensure precision.
How accuracy is maintained:
- Real-time sync with RTA data (CAMS/KFin)
- Automated reconciliation of transactions
- Intelligent matching of folios and PAN details
- Alerts for mismatched or incomplete data
- Manual override options for corrections
Our system eliminates the need for manual Excel updates, which often lead to errors.
You always see the latest, most accurate view of your client portfolios.
Yes. ARN Booster is built as a multi-asset portfolio management platform, not limited to mutual fund AUM.
You can track:
- Mutual Funds
- Stocks & Equity Holdings
- Life & General Insurance
- Bonds & Corporate FDs
- PMS / AIF (categorization support)
- NPS (optional input mode)
This gives you a single consolidated view of a client’s entire financial life, enabling better advisory and stronger relationships.
Yes. ARN Booster provides ready-to-download, presentation-quality reports.
Available reports include:
- Client-wise AUM summary
- Folio-level holdings
- Consolidated family portfolio
- SIP / STP / SWP tracking reports
- Scheme allocation reports
- Goal-progress reports
- Ready PDFs for client reviews
All reports are clean, branded, and can be shared instantly via email or WhatsApp.
The platform automates the entire AUM lifecycle.
- Automated RTA imports
- No manual Excel entries
- Auto-updated market valuations
- Bulk transaction reconciliation
- Daily AUM change insights
- Intelligent alerts for SIP stoppages or deviations
MFDs typically save 10–12 hours per week by eliminating manual portfolio maintenance and ad-hoc reporting.
Yes. ARN Booster includes a Client Dashboard where investors can securely view their portfolios anytime.
Clients can see:
- Mutual fund holdings
- SIP status
- Goal progress
- Insurance details
- Family grouping
- Transaction history
This improves transparency and reduces repetitive client queries.
Absolutely. The AUM platform includes a smart lifecycle tracker.
- Active SIPs
- Stopped or paused SIPs
- New SIPs added
- SIPs nearing maturity
- Redemption activity
- High-value inflows and outflows
This ensures you stay proactive, improving retention and AUM growth.
Family portfolios are fully supported.
- Joint accounts
- Individual folios
- Multiple family members
- Multi-asset holdings under one umbrella
This gives clients a holistic wealth view and increases your advisory value.
Yes. ARN Booster includes built-in analytics.
- Scheme diversification
- Category exposure
- Risk profile alignment
- Portfolio allocation heatmaps
- Asset allocation summaries
These insights support data-backed recommendations and better reviews.
Yes. ARN Booster follows strict security and compliance standards.
- AES-256 encryption
- Server storage within India
- Secure RTA sync architecture
- Role-based access control
- No unauthorized data sharing
Your data remains private, encrypted, and secure.
Yes. ARN Booster provides trend analysis tools.
- Month-over-month AUM change
- Folio expansion or shrinkage
- SIP contribution growth
- Top-performing clients
- Asset-specific trends
- Distributor-level insights
This helps prioritize clients and products effectively.
Yes. ARN Booster supports multi-ARN and partnership models.
- ARN-wise portfolios
- Team-wise AUM tracking
- Sub-MFD contributions
- Branch-wise reporting
The platform scales smoothly with your business growth.
AUM and CRM are fully integrated but can also function independently.
- AUM linked with follow-up reminders
- Better timing for communication
- Data-based cross-sell opportunities
- One centralized dashboard
This unified approach saves time and improves engagement quality.
Ready to Scale Your AUM Effortlessly?
Unlock smarter, faster, and more secure AUM management with ARN Booster — your all-in-one platform for financial growth.