Prudent Corporate Advisory Services Limited has launched an AI-powered business management platform, Edge+, aimed at helping mutual fund distributors (MFDs) enhance client servicing, improve productivity and drive business growth.
The platform integrates capabilities such as goal-based planning, business analytics, marketing automation and research tools under a single interface, stated the Ahmedabad-headquartered retail wealth management and fintech company that is among the leading mutual fund distributors in India by assets under management and commissions.. Distributors can generate asset allocation strategies across equity, debt and hybrid instruments based on client risk profiles and investment horizons, along with curated scheme recommendations, and initiate transactions from the same interface.
Edge+ also enables distributors to identify growth opportunities within their existing book through age-wise and AUM-wise segmentation, tracking of SIP trends, and visibility into external assets, allowing more targeted client engagement. Built-in communication tools allow partners to reach clients with ready-made messaging.
The platform also enables distributors to expand beyond mutual funds into insurance, broking, PMS/AIFs, fixed deposits, bonds and NPS, supporting cross-selling and broader client engagement. Edge+ is currently available in beta version to the company’s distribution partners.