The Partners Desk is an unique offering of great use to Independent Financial Advisors. The Partners Desk lies at the heart of the NJ Fundz offering exclusive to NJ Fundz Partners. The Partners Desk is a web-based online account, which is updated on a daily basis.

The Partner Desk is the tool to keep you in full control of your business. The following are the tools available to you at the desk …

• Tools to Service Nests subscribed by you …
• Includes – Mutual Fund Nest, Web Nest, Wealth Nest, etc
• Comprehensive MIS Reports
• Client Portfolio Access
• AUM, Income, Brokerage, Transaction, and many other reports
• Comprehensive SIP Reports
• Important Client reports

The Partners Desk gives you all the reports and insights that will help you in keeping records and management of your business.

With Partners Desk …

• You do not need to maintain back-office records and reports with yourself
• You do not need to maintain records of the investments done by your clients
• You can centrally manage your NJ Services, send Queries, check Emails, etc
• You can effectively use reports/tools to improve your services to your clients and develop your business
• You can do all the above – anytime, anywhere!